The Bookkeepers' Podcast: Recent Episodes
The 6 Figure Bookkeeper
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How should a modern bookkeeper price their services? In this episode, we explore why the traditional hourly model no longer works, how a bookkeeper can price with confidence, and why delivering value should always come before competing on price.Whether you’re a new bookkeeper or an experienced bookkeeper, you’ll discover practical advice to help you build a more profitable bookkeeper business, have better pricing conversations, and charge for the value you create rather than the time you spend.Connect With Matthew➡️ www.mplusaccountancy.comConnect With Nadia➡️ https://birdsongaccountancy.co.uk/Connect With Jack➡️ uk.linkedin.com/in/jack-choppin-14670944Connect With Kate ➡️ linkedin.com/in/kate-hayward-77ab6848Connect With Julie ➡️ https://www.holliesbookkeeping.co.uk/----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.-----Chapters:00:00:00 - Why the Old Pricing Model Must Change00:00:39 - Matthew Meston: Building Confidence and Pricing Structures00:04:31 - Nadia Gibbs: Transactional and Value-Based Pricing00:06:28 - Repricing Clients and Making Room for Better Ones00:07:09 - Jack's Framework for Sales and Client Success00:09:12 - The Shock and Awe Pack00:10:27 - Creating an Exceptional Free-Trial Experience00:12:43 - Scaling Generosity and Creating Raving Fans00:16:04 - Kate Hayward: Balancing Xero's Pricing and Customer Value00:18:34 - Financial Literacy and the Value of Real-Time Insights00:19:37 - Julie Williams: Starting and Growing Her Practice00:21:46 - Building the Right Technology Stack00:23:43 - Moving Beyond Time-Based Pricing#bookkeeper
Every bookkeeper has the opportunity to become more than just a compliance provider.In this episode, we explore how a bookkeeper can become a trusted finance partner, build a premium practice, deliver more value to clients, and use AI to strengthen the role of the modern bookkeeper.If you’re a bookkeeper looking to future-proof your business, this episode is for you.Nadia Gibbs➡️ https://birdsongaccountancy.co.uk/Trudie Howman➡️ https://www.linkedin.com/in/trudie-howman/Kate Hayward➡️ https://www.linkedin.com/in/kate-hayward-77ab6848/Matthew Meston➡️ www.mplusaccountancy.com----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - How Every Bookkeeper Becomes a Finance Partner00:00:22 - The Importance of Understanding Numbers00:00:42 - The Role of Bookkeepers and Accountants00:00:58 - Interview with Kate Hayward00:01:21 - The Challenges of Small Businesses00:09:15 - The Role of Technology and AI in Bookkeeping00:11:42 - Interview with Nadia Gibbs00:14:28 - Interview with Trudie Howman00:15:29 - The Value of Personalised Bookkeeping Services00:16:36 - Interviewee's Success Stories00:16:50 - The Myth of Trade-offs in Client Satisfaction00:17:40 - The Role of Bookkeepers as Financial Advisors00:20:47 - Interview with Matthew Meston00:21:00 - Accountability in Bookkeeping00:21:56 - The Value of Consistent Business Analysis00:25:34 - The Future of Matthew's Business00:25:55 - Conclusion#bookkeeper
AI is changing the way every bookkeeper works, but are you getting the most from your software?In this episode, we explore how every bookkeeper can rethink their tech stack, reduce unnecessary subscriptions, embrace AI, and use technology to deliver more value instead of just working faster.From workflow improvements and analytics to advisory services and client communication, these conversations are packed with practical ideas for the modern bookkeeper.Bogdan Uzbekov➡️ https://getapron.com/➡️ Lee Russelhttps://www.linkedin.com/in/lee-russel/➡️ Kieran Lotzehttps://www.linkedin.com/in/%F0%9F%92%99-kieran-lotze-13289b77/➡️ Will Polstonhttps://www.linkedin.com/in/willpolston/----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - Introduction00:00:43 - Software Subscriptions and Workflow00:01:28 - Xero's Workflow00:02:36 - Xero Analytics and SIFT Analytics00:04:00 - Advisory Services00:05:39 - The Human Connection Service00:06:21 - The Role of Technology in Workflow00:08:42 - Choosing the Right Tool00:12:29 - Interview with Bogdan Uzbekov from Aprin00:13:05 - Identifying the Bottlenecks00:14:09 - Using Aprin to its Fullest Potential00:15:23 - The Impact of Books Club00:17:46 - The Role of AI in Professional Services00:18:51 - The Shift to Advisory Services00:20:06 - Interview with Lee Russell00:20:21 - The Journey of Tech Startups00:21:54 - The Importance of AI in Business00:23:15 - The Challenges of Implementing AI00:24:22 - The Value of Bootstrapping00:27:26 - The Future of Bookkeeping and Accountancy Practices00:30:26 - Leveraging AI in Business00:31:35 - The Humanistic Side of Business00:31:52 - Efficiency and Client Relationships00:34:01 - Interview with Special Guest00:34:18 - Understanding the Importance of Advisory Finance00:35:08 - The Value of Awareness and Key Metrics00:36:31 - The Role of Bookkeepers in Awareness00:39:18 - Closing Remarks#bookkeeper
How can a bookkeeper use AI to save time, improve client relationships, and build a better practice?In this episode of The Bookkeepers Podcast, we go through some of our previous episodes related to AI, and we explore why AI is creating new opportunities for every bookkeeper.From automating repetitive tasks to delivering more value through better client conversations.If you’re a bookkeeper looking to work smarter and future-proof your practice, this episode is for you.Bookkeeper's Collective:6figurebookkeeper.com/collective----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love.----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - Why AI is Good News for EVERY Bookkeeper00:00:36 - AI and Data Security00:01:17 - AI and Human Interaction00:02:02 - AI and Data Security Concerns00:03:53 - AI and the Importance of Human Involvement00:06:39 - AI and its Limitations00:07:53 - AI in Bookkeeping and Small Businesses00:08:16 - AI and Efficiency00:09:26 - AI and Client Interactions00:10:10 - AI and Time Management00:10:55 - AI and the Future of Bookkeeping00:13:48 - AI and the Future of Professions00:15:14 - AI and the Evolution of Professions00:15:44 - AI and the Future of Bookkeeping00:17:22 - AI and the Trust Element00:18:32 - AI and the Automation of Manual Work00:19:41 - AI and the Empowerment of Bookkeepers00:22:39 - AI and the Automation of Document Collection00:26:27 - AI and the Challenges of Modern Bookkeeping00:29:35 - AI and the Evolution of Software00:30:26 - AI and Practice Management00:30:58 - AI and Hiring Practices00:32:08 - AI and Skills for the Future00:33:41 - AI and the Future of Accounting00:35:06 - AI and the Role of Advisory00:36:15 - Conclusion and Invitation#bookkeeper
How can a bookkeeper use AI to save time, improve client service, and build a better practice?In this episode of The Bookkeepers Podcast, we sit down with Stuart Hurst to explore how every bookkeeper can use AI to automate repetitive tasks, build custom workflows, and spend more time delivering value to clients.Whether you’re a new bookkeeper, an experienced bookkeeper, or you’re looking to future-proof your bookkeeping practice, this episode explains how AI is changing the profession and why the best bookkeeper won’t be replaced by technology, they’ll become even more valuable.Connect with Stuart!➡️ / stuart-hurst-cloud ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6fig...----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - How a Smart Bookkeeper Uses AI00:00:28 - Discussing AI and Vibe Coding00:00:52 - Explaining Vibe Coding00:01:26 - AI in Cloud1000:01:50 - AI and Workflow Customization00:05:00 - AI in Management Accounting00:06:17 - Strategic Approach to AI00:06:43 - AI in Team Development00:10:29 - Impact of AI on Software Selection00:12:07 - Hiring in the AI Era00:14:45 - Future of Bookkeeping and Advisory Role00:14:59 - The Changing Skillset in the AI Era00:15:57 - AI in Financial Analysis and Tax Planning00:18:06 - Potential Increase in AI Token Prices00:18:15 - Effective Use of AI and Learning to Prompt00:19:46 - Conclusion and Contact Information#bookkeeper
In this episode of The Bookkeepers Podcast, we sit down with Stuart Hurst, founder of Cloud10 Accounting, to explore how one bookkeeper built a £1 million practice in just two years.Whether you’re a new bookkeeper, an established bookkeeper, or you’re thinking about starting your own bookkeeping practice, this episode is packed with practical advice on winning clients, growing a team, standing out in a crowded market, and building a business that scales.From attracting better clients to creating a strong personal brand, this conversation is full of actionable insights every bookkeeper can apply.In this episode, you’ll discover:How this bookkeeper built a £1M practice in just two yearsHow a bookkeeper can attract more and better clientsThe client acquisition strategies every bookkeeper should knowIf you’re a bookkeeper looking to grow your practice, win more clients, and build a profitable business, this episode is for you.Connect with Stuart!➡️ / stuart-hurst-cloud ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6fig...----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - Building a £1Million+ Bookkeeper Practice00:00:42 - Stuart's Journey into Accountancy00:01:35 - Early Career and Retail Experience00:02:34 - Stuart's Approach to Stress and Leadership00:05:37 - Stuart's Passion for Business00:10:06 - Stuart's Cloud Revolution00:11:55 - Stuart's Leadership and Vision00:13:59 - Starting Cloud1000:15:10 - Stuart's Motivation and Early Challenges00:16:06 - Stuart's Personal Tragedy and Decision to Start Cloud1000:16:29 - Stuart's Success and Growth of Cloud1000:17:19 - Stuart's Approach to Business and Leadership00:19:22 - Stuart's Multiple Roles and Time Management00:26:20 - Stuart's Thoughts on Traction and the Visionary-Integrator Relationship00:30:02 - Stuart's Final Thoughts and Contact Information#bookkeeper
Today we're going to talk about lease accounting, a crucial topic that many may find daunting.It's essential to understand that it's perfectly okay not to know everything about this complex area.Our guest, Christo Kritzinger from Rubli, sheds light on the recent changes in lease accounting standards, particularly IFRS 16, which has significant implications for businesses.Remember, you’re not alone in this journey, and there are resources available to support you.Learn more about Rubli - https://www.rubli.co/----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- Disclaimer:The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - Introduction00:00:22 - Guest Introduction: Christo Kritzinger00:00:40 - Christo's Role at Rubli00:00:57 - Christo's Career Journey00:02:11 - Explanation of Lease Accounting00:06:29 - Impact of Lease Accounting on Small Businesses00:08:49 - Understanding Lease Accounting Challenges00:09:11 - Understanding Lease Accounting Changes00:09:57 - Lease Accounting in Different Industries00:12:36 - Conclusion: Importance of Staying Updated00:15:41 - Implications of Lease Accounting Changes00:17:00 - Advisory Services and Lease Accounting00:18:43 - Managing Leases: Traditional Methods vs Software00:20:04 - Role of AI in Lease Accounting00:20:53 - The Future of AI in Accounting00:22:01 - The Benefits of Using Specific Software Tools00:24:22 - The Role of AI in Improving Efficiency00:26:35 - Final Thoughts and Contact Information#bookkeeper
The world feels uncertain, and every bookkeeper is seeing the impact.In this episode of The Bookkeepers Podcast, we discuss anxiety in business, forecasting for uncertain times, the rise of AI, Making Tax Digital, and what the future looks like for the modern bookkeeper.We explore how a bookkeeper can help clients navigate uncertainty, where AI fits into the profession, and why human insight and data interpretation are becoming more valuable than ever.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - Introduction00:00:33 - Current Events and Personal Experiences00:01:06 - Impact of Global Events on Personal and Business Life00:01:38 - Media Consumption and Its Impact00:03:06 - Anxiety and Its Impact on Business00:03:20 - Economic Changes and Their Impact00:03:53 - Role of Forecasting in Business00:05:09 - Preparation for Potential Crises00:07:17 - Post-Covid Anxiety and Its Impact00:09:57 - AI and Its Potential Impact on Business00:11:09 - Tech Overwhelm and Its Impact on Productivity00:12:30 - Vibe Coding and Its Potential Use00:14:11 - Role of AI in Systematizing Business Processes00:15:22 - AI and Systemizing Business Tasks00:16:25 - AI in Data Interpretation and Extraction00:17:55 - AI and the Human Element in Business00:18:57 - AI and Professional Qualifications00:20:14 - Claude and Xero Integration00:22:09 - Using AI for Repetitive Tasks00:24:51 - Cost and Risks of AI00:27:27 - MTD and HMRC Changes00:30:25 - Registering as an Agent with HMRC00:30:48 - Experience at AccountEx00:31:26 - Day Two at AccountEx00:32:37 - Upcoming Events00:33:10 - Closing Remarks#bookkeeper
We want to talk about something that's really important for the women in our community today. Claire Snowden-Darling joins us to discuss health and wellness, particularly focusing on hormones and menopause.Many women are unaware of how their hormonal health impacts their lives, especially in the context of running a business. Claire highlights the epidemic of young women facing hormone issues and the societal changes that have contributed to this crisis.Connect with Claire:➡️ clairesnowdon-darling.com----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - Introduction00:00:13 - About Clare Snowden-Darling00:01:03 - Clare's Work and Menopause00:02:02 - Discussion on Menopause00:02:48 - Lifestyle and Hormonal Changes00:03:29 - Pressure on Women00:04:12 - The Impact of Lifestyle on Women's Health
Apron!➡️ https://getapron.com/Sessions available to watch➡️ https://www.6figurebookkeeper.com/----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - The Bookkeeper AI Shift00:00:44 - About Apron00:01:40 - Apron's Role in Modern Business00:03:41 - Introduction to William.ai00:05:31 - William.ai and the Future of Bookkeeping00:08:45 - How William.ai Works00:11:37 - Benefits of William.ai00:12:51 - Future Plans for William.ai00:15:06 - The Evolution of Large Language Models00:15:06 - Adding Value in the Age of AI00:16:32 - Adapting to Rapid Technological Changes00:17:39 - The Challenge of Navigating Technological Noise00:18:03 - The Advantage of Being a Nimble Tech Startup00:18:40 - Solving Real Problems with AI00:19:27 - The Role of Bookkeepers in the AI Age00:23:24 - The Importance of Understanding and Utilizing Software00:28:05 - Stepping into Advisory00:30:14 - The Value of AI in Bookkeeping00:31:39 - The Importance of Pricing and Value Perception00:31:57 - The Complexity of Client Relationships00:32:17 - The Role of Bookkeepers in Value Creation00:33:04 - Future of the Industry and Rapid Technological Changes00:33:34 - The Importance of Staying Agile in Business00:34:56 - The Future of AI and the Uncertainty it Brings00:37:04 - The Need for Open-mindedness and Focus in the AI Age00:37:47 - Closing Remarks and Contact Information#bookkeeper
In today's episode, we dive deep into the inspiring journey of bookkeeper Nadia Gibbs from Birdsong Accountancy.She shares her unique transition into a bookkeeper later in life, overcoming challenges, and the incredible growth of her business.Nadia's story is a testament to the power of resilience and adaptability, especially for those considering a career change to a bookkeeper.Check out Hey Monika!➡️ https://www.heymonika.com/Connect with Nadia!➡️ https://birdsongaccountancy.co.uk/----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - The Bookkeeper Skill AI CAN'T Replace00:00:39 - Nadia's Background and Journey00:01:29 - Transition from Chiropodist to Bookkeeper00:03:19 - Challenges and Learning Experiences00:05:38 - Nadia's Approach to Bookkeeping00:11:05 - Birdsong Accountancy Today00:12:19 - Overcoming Fear and Starting the Business00:16:09 - Creation of Hey Monica00:16:51 - The Importance of Mentorship00:17:29 - The Birth of Hey Monica00:18:00 - The Role of Community and Support00:20:43 - Challenges of Asking Questions in Public Forums00:23:54 - The Transition from Job to Business00:25:53 - The Value of Gratitude and Friendships in Business00:25:53 - The Importance of Standard Operating Processes00:27:03 - Pricing Strategy Evolution00:29:52 - Client Acquisition00:30:14 - Client Acquisition and Building Trust00:32:00 - The Power of Personal Branding00:34:28 - The Evolution of Bookkeeping00:35:00 - Introduction to the Podcast00:35:15 - The Concept of the Podcast00:38:16 - The Launch of the Podcast00:39:11 - The Purpose of the Podcast00:41:27 - Personal Growth and Confidence Building00:41:27 - Overcoming Self-Doubt and Fear of Dislike00:45:18 - Continuing the Journey and Overcoming Self-Doubt00:46:13 - The Imperfections in Life and Business00:46:50 - Self-Awareness and Personal Growth00:46:55 - Conclusion and Contact Information#bookkeeper
We always say in the Bookkeepers Collective that it's really important to have a little black book because we think that the more people you know, the more people you can connect your clients to and this just helps you to be a more trusted advisor.In this episode, I chat with my good friend and financial advisor, Bella Clark, about the importance of financial planning and how it can help both bookkeepers and their clients.Bella shares her journey into financial advising and the value of understanding your clients' financial fears and aspirations. Connect with Bella:https://www.linkedin.com/in/financialplanninglady/Bookkeeper's Collective Advisory Section:https://www.6figurebookkeeper.com/advisory/----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.-----Chapters:00:00:00 - Introduction and Guest Welcome00:00:56 - Guest Background and Role Explanation00:01:01 - Discussion on Financial Planning00:03:47 - Guest's Journey to Becoming a Financial Advisor00:07:51 - Guest's Approach to Financial Advice00:09:49 - Concept of Future Self in Financial Planning00:12:00 - Implementing Future Self Concept in Bookkeeping00:12:08 - Role Play: Financial Planning Conversation00:15:38 - Transition from Employed to Self-Employed00:16:16 - Business Expansion and Role Changes00:17:06 - Role of Personal Connection in Business00:17:46 - Importance of Understanding Client's Background and Values00:19:35 - Financial Planning: Protection Stage00:21:40 - Scenario Planning and Forecasting00:22:49 - The Value of Giving Value00:25:13 - Importance of Kindness in Business00:27:04 - Advisory Services and the Future of the Profession00:28:43 - The Importance of Understanding Client's Goals00:31:05 - Celebrating Personal Wins in Business#bookkeeper
In the 6 Figure Bookkeeper, a recurring discussion revolves around the challenge of gaining work experience in bookkeeping, especially for those aspiring to become a bookkeeper.This episode tackles how to overcome the hurdle of not having a bookkeeper job when you need experience.We dive into practical bookkeeping tips and strategies to build confidence and start your bookkeeping business, even from home.Visit HeyMonika: https://www.heymonika.com/Realistic client practice for bookkeepers and accountants without touching real accounts!----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - Introduction00:00:35 - Introduction to Hey Monica00:01:25 - The Challenges of Retraining00:02:24 - The Gap in Training00:04:02 - The Need for a Solution00:07:07 - The Journey of Hey Monica00:10:26 - The Evolution of Hey Monica00:13:02 - The Future of Hey Monica00:15:07 - Workplace Readiness and Exam Conditions00:16:33 - The Development of HeyMonica00:17:42 - The Risk and Potential of HeyMonica00:18:21 - The Importance of Networking and Learning00:19:00 - The Decision to Split Leadership00:25:01 - The Importance of Passion and Market Need00:27:46 - The Origin Story of HeyMonica00:30:11 - Early Interest in Teaching and Learning00:31:45 - The Importance of Financial Literacy00:36:50 - The Vision for HeyMonica00:37:10 - Upcoming Developments for HeyMonica00:43:15 - The Importance of User Feedback00:46:24 - Closing Remarks#bookkeeper
We sit down with Julie Williams on the Bookkeepers Podcast, sponsored by Xero, to discuss building a successful bookkeeping practice.This episode provides valuable insights into operational strategies for business growth and the importance of digitalisation. We also touch upon the broader aspects of accounting and finance for small business.Connect with Julie: https://www.holliesbookkeeping.co.uk/3 Part Webinar Series:https://resources.6figurebookkeeper.com/master-making-tax-digital-with-xero-the-6-figure-bookkeeper----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - Introduction00:00:26 - Julie's Background and Practice00:01:00 - Julie's Journey into the Profession00:06:53 - Julie's Experience with Sales and Client Acquisition00:12:23 - Building Trust with Clients00:12:33 - Growth of Julie's Practice00:13:02 - Expansion of the Team and Office00:15:37 - Adding New Team Members00:16:09 - Transition to a Limited Company and Growth00:16:29 - Client Base and Revenue00:18:08 - Hiring and Team Management00:21:07 - Making Tax Digital: Introduction and Client Impact00:21:36 - Transitioning Clients to Digital Platforms00:28:34 - Julie's Experience with the Bookkeepers Collective00:29:30 - Reflections on the Luca Awards00:31:12 - Participation in Fab and Team Building00:31:36 - Assessing and Updating Operational Platforms00:32:06 - Challenges with Current Management Systems00:33:23 - Pricing Strategy and Client Communication00:33:54 - Implementing Making Tax Digital (MTD) for Clients00:35:10 - Encouraging Clients to Separate Personal and Business Accounts00:36:47 - MTD Rollout and Client Resistance#bookkeeper
So you keep hearing that you need to offer an advisory service, but what do you need to do before you can even offer that service?In this episode, we dive into the fundamentals of setting up an advisory service with Kieran Lotze from SYFT.Kieran shares insights on how to integrate analytics into your workflow and the importance of data health. With the right tools, you can transform your bookkeeping practice and provide immense value to your clients.Ps. If this podcast got you thinking, we'd love for you to join our upcoming three-part workshop series with Syft. It starts on 11th May, with replays available if you can't join live.Register here ➡️ https://resources.6figurebookkeeper.com/syftActivate Syft ➡️ https://www.xero.com/uk/syft-from-xero/ About Syft ➡️ https://www.syftanalytics.com/-------About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.-------00:00:00 - Introduction00:00:19 - Guest Introduction00:00:46 - Kieran's Role at SYFT00:01:39 - Kieran's Background00:02:41 - What is SIFT?00:05:00 - Kieran's Connection to SYFT00:06:09 - Data Health and Advisory00:07:10 - The Importance of Data Health00:11:53 - The Impact of AI and Automation on Data Health00:15:14 - Empowerment through Knowledge00:16:42 - The Role of Xero in Data Health00:16:51 - Efficiency through Automation00:17:17 - The Importance of Receipt Management00:18:40 - SIFT Review: Anomaly and Data Health Detection Tool00:19:32 - The Value of Real-Time Data00:20:04 - Understanding the Client's Perspective00:20:58 - The Importance of Storytelling in Client Communication00:21:59 - The Journey of a Receipt00:22:11 - The Impact of Rising Prices00:22:37 - The Role of Subscriptions in Business Workflow00:25:34 - The End-to-End Process from a Xero Point of View00:26:51 - The Difference between Xero Analytics and SYFT Analytics00:28:15 - The Role of Advisory Services00:30:11 - Bridging the Gap between Professional and Coaching Services00:31:27 - The Role of Cash Flow in Business00:31:51 - Choosing the Right Tools for Your Practice00:33:41 - The Difference between Xero and SYFT Analytics00:35:00 - The Value of SIFT for Your Practice00:37:21 - The Importance of Testing and Choosing the Right Tools00:40:03 - Upcoming SIFT Series Announcement00:41:07 - The Success Story of an Accountant Using SYFT00:42:22 - Connecting with Kieran and SYFT#bookkeeper
We are very lucky to have an amazing community of bookkeepers working with us in the Bookkeepers Collective.Today, we chat with Matthew Meston, a passionate bookkeeper who shares his journey of starting his own practice.Matthew discusses the challenges of pricing and the importance of providing a personal approach to clients.He believes that clear communication and accountability are key to helping businesses grow.With nearly 15 years of experience, Matthew has developed a unique pricing structure that reflects the value he provides. He’s excited about the future and is ready to expand his team to offer even better services.Go connect with Matthew!www.mplusaccountancy.com----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - Introduction and Welcome00:01:02 - Matthew's Journey into Bookkeeping00:03:34 - Decision to Start His Own Firm00:04:22 - Matthew's Approach to Client Service00:05:49 - Joining the Bookkeepers Collective00:07:36 - Matthew's Pricing Structure00:09:19 - Expressing Value to Clients00:11:19 - Accountability in Business00:12:28 - Matthew's Future Plans00:13:26 - Building a Team00:14:20 - Client Acquisition and Experience00:15:15 - Client Referrals and Marketing Strategy00:17:21 - Hiring and Training New Team Members00:23:16 - Client Communication Preferences00:23:35 - Software Choices for Clients00:24:32 - Respecting Client's Business Decisions00:25:32 - Maintaining Quality of Service00:26:06 - Future Goals and Plans00:27:55 - Conclusion and Contact Information#bookkeeper
In this episode of The Bookkeepers Podcast, sponsored by Xero, we discuss the challenges of building a business while grappling with impostor syndrome as a bookkeeper.It's a common feeling, especially when starting a business, and we share our own experiences with it. We also offer business tips and insights into maintaining your mental health throughout your entrepreneurship journey.Check out HeyMonika!➡️ https://www.heymonika.com/----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.----------------------------------------------- Chapters:00:00:00 - Why Qualified Bookkeepers STILL Lack Confidence00:00:18 - Imposter Syndrome in Business00:01:02 - Introduction to HeyMonica00:01:23 - The Need for Practical Experience00:06:04 - The Birth of HeyMonica00:10:54 - Building the Minimum Viable Product00:13:45 - Launch and Reception of HeyMonica00:15:19 - Learning Software Development and Communication00:16:19 - The Struggle of Balancing Side Hustle and Main Business00:17:14 - Transition from Side Hustle to Main Focus00:19:29 - Bridging the Gap Between Textbook Learning and Real Life Application00:20:26 - Introduction to Scenario Mode and Challenge Mode00:22:42 - The Multiple Uses of HeyMonica00:23:07 - Overcoming Imposter Syndrome#bookkeepers
In this episode of The Bookkeepers Podcast, sponsored by Xero, we discuss whether starting a new bookkeeper practice is a sound decision given the current industry trends.We also explore the impact of artificial intelligence on the profession and share our thoughts on the future of work in bookkeeping.This conversation is essential for anyone considering a small business in this evolving field.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - Introduction00:00:15 - Challenges and Opportunities in Starting a Bookkeeping Practice00:00:22 - The Impact of AI on the Industry00:00:47 - The Importance of Mindset and Curiosity00:01:30 - The Changing Nature of the Industry00:02:50 - The Importance of Continuous Learning00:03:39 - The Future of Bookkeeping: Helping Clients Make Money00:03:50 - Redefining the Role of Bookkeepers00:04:19 - The Importance of Value in Pricing00:06:32 - Challenges in Adapting to New Pricing Models00:11:28 - The Need for a Growth Mindset00:11:47 - Building a Bookkeeping Business Today00:15:05 - The Role of AI in Enhancing Client Interaction00:15:35 - The Importance of Understanding Client Needs00:16:20 - The Potential of AI in Streamlining Workflow00:17:31 - The Value of a Unique Business Model00:19:09 - The Importance of Regulatory Compliance in Starting a Practice00:19:27 - The Bookkeepers Collective and its Benefits00:21:56 - The Impact of AI on Business Strategy00:24:48 - The Evolution of Information Sharing and the Role of AI00:28:07 - The Excitement of Building a Practice with AI#bookkeeper
We sit down with award-winning bookkeeper Trudie Howman to break down her journey from accidental freelancer to Bookkeeper of the Year.If you’re a bookkeeper trying to grow your business, this episode is packed with real-world insight. Trudie shares how she went from manually entering data and just covering the bills… to building a profitable, systemised bookkeeper business with a team, strong client base, and long-term financial security.We dive into: • How this bookkeeper built a 25+ client business • The power of automation (Xero, Hubdoc, and more) • Why every bookkeeper needs to reprice their services • How niching into construction helped her grow organically • The reality of referrals and visibility as a modern bookkeeper • How one bookkeeper can massively impact a client’s financesThis is one you don’t want to miss.Connect with Trudie!➡️ https://www.linkedin.com/in/trudie-howman/----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - From Zero to Bookkeeper of the Year00:00:27 - Trudy's Business Journey00:00:58 - Trudy's Background and Start in Finance00:01:56 - Transition to Self-Employment00:02:52 - Building a Bookkeeping Practice00:03:18 - Initial Business Goals00:04:20 - Changes in Business Goals00:04:40 - Impact of the Collective00:04:55 - Growth in Confidence00:08:03 - Financial Stability and Freedom00:08:33 - Turning Point in Business00:08:49 - Importance of Automation00:09:31 - Business Visibility and Marketing00:09:54 - Building a Niche00:10:29 - Becoming Visible00:11:13 - Return on Investment00:12:27 - Providing Value to Clients00:14:12 - Software and Workflow00:14:31 - Client's Resistance to Software00:15:21 - Generating Leads and Referrals00:15:55 - Leveraging LinkedIn for Business Growth00:16:21 - The Importance of Clear Business Niche00:20:30 - Building Local Business Presence00:22:57 - Achieving Personal and Family Goals00:25:43 - Balancing Work and Family Life00:26:31 - Impact on Clients and Recognition00:28:29 - The Value of Bookkeeping Services00:30:23 - Advising Clients on Financial Management00:30:59 - The Power of Networking and Referrals00:31:41 - Building Trust Through Honesty00:31:59 - Building a Supportive Community00:32:19 - Closing Remarks and Contact Information#bookkeeper
In this episode of the Bookkeepers Podcast, we sit down with Lee Russell to break down how AI is actually changing the industry and what it means for every bookkeeper moving forward. Most people are approaching AI the wrong way. They’re layering it on top of old systems instead of rethinking how value is delivered. That’s where a modern bookkeeper has a huge opportunity to stand out.We talk about what it really means to become “AI native,” how to redesign your service from the ground up, and why simply adding tools won’t give you an edge.If you’re a bookkeeper trying to future-proof your business, this conversation will challenge how you think about your role, your services, and the value you deliver.You’ll also see how a bookkeeper can move beyond compliance work and become a true advisor by combining technology with a more human, high-touch approach.This is the shift every bookkeeper needs to understand.Connect with Lee here / lee-russel -----Chapters:00:00 Introduction to AI in bookkeeping 00:43 What Lee Russell actually does 01:38 Why service businesses struggle to scale 03:49 Why every business must become AI native 04:33 Why “adding AI” doesn’t work 05:17 The problem with traditional systems 06:07 Why starting from scratch matters 08:48 Designing the ideal bookkeeping business 10:14 Why expectations are changing fast 12:12 The real opportunity for smaller firms 13:23 High tech vs high touch service 14:19 Why efficiency isn’t enough anymore 15:17 How better conversations grow your business 20:59 What business owners actually need from a bookkeeper 21:59 The danger of growing too fast 22:46 The numbers that matter at scale 23:43 Why clients don’t know what they need 25:05 How to guide clients through growth 26:40 The evolving role of a bookkeeper 27:13 AI tools, safety, and real use cases #bookkeeper ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6fig...----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Jo and I are really fortunate to have an amazing little black book of contacts, and today we’re diving deep into a conversation with Will Polston about confidence and business growth.Will shares his journey from believing money equals happiness to discovering the true drivers of success. He emphasises the importance of collaboration over competition and how having a clear vision, or 'North Star', can guide entrepreneurs towards their goals.Learn more about Will herehttps://www.willpolston.com/Connect with Will on LinkedInhttps://www.linkedin.com/in/willpolston/Will's Mushroom Supplementshttps://mytwentytwo.co.uk/----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - Introduction00:00:10 - Guest Introduction: Will Polston00:01:30 - Will Polston's Career Journey00:02:48 - Will's Multiple Business Ventures00:07:36 - The Importance of Having a Business Plan00:09:50 - Will's Entrepreneurial Mindset00:15:04 - Will's Personal Development Journey00:15:28 - The Importance of Entrepreneurial Education00:16:38 - Taking Responsibility for Your Life00:17:59 - Will's Introduction to the Bookkeepers Collective00:18:27 - Will's Life-Changing Experience with Tony Robbins00:22:51 - The Start of Will's Coaching Business00:23:36 - The Importance of Having a Bookkeeper00:24:04 - Understanding Key Business Metrics00:27:06 - The Role of Bookkeepers in Business Growth00:29:24 - Will's Approach to Business Metrics00:30:08 - Understanding Leading Metrics00:31:19 - The Importance of Comparing to Targets00:31:48 - The Advantage of Weekly Reporting00:32:17 - The Role of Monthly Management Accounts00:33:38 - The Concept of North Star Thinking00:34:06 - The Seven Areas of Life00:35:35 - The Identity Shift in Bookkeeping00:36:44 - Connecting with Will Polston#bookkeeper
As a bookkeeper, what's the TRUE reality of balancing running a business with parenting?We share our experiences, as it may look easy from the outside, but achieving a healthy work life balance requires significant effort behind the scenes as a bookkeeper.This conversation is especially relevant for anyone in bookkeeping or other demanding fields, providing a candid look at managing both personal life and professional aspirations!----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - Introduction and Background00:00:10 - Balancing Business and Parenting00:01:09 - Personal Experiences and Regrets00:03:44 - Reflections on Past Parenting and Business Decisions00:04:04 - Impact of Health on Business and Parenting00:06:56 - Changes in Parenting Perspectives Over Time00:10:06 - Self-Reflection and Personal Growth00:11:00 - The Evolution of Parenting Roles00:14:41 - Balancing Business and Parenting in Current Times00:15:19 - Supporting Each Other's Parenting00:15:50 - Balancing Work and Parenting00:17:07 - The Importance of Community00:18:01 - Introduction to the Bookkeepers Collective00:18:41 - Challenges of Balancing Parenting and Work00:20:03 - Tips for Maintaining Balance00:21:19 - Closing Remarks#bookkeeper
As bookkeepers, we spent a week with millionaires and learned valuable lessons that significantly impact our approach to finance and business tips!This experience on the Bookkeepers Podcast, sponsored by Xero, we go through the entrepreneur mindset needed for growth.We discuss that the life of an entrepreneur involves strategic investments and a commitment to ongoing learning, offering crucial entrepreneur advice for anyone looking to scale their ventures. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.-----------------------------------------------Chapters:00:00:00 - How Bookkeepers Can ACCELERATE Their Growth00:00:42 - The Impact of the Trip00:01:38 - Personal and Business Development00:02:06 - The Evolution of Confidence00:04:06 - Learning from Others00:04:44 - The Importance of Community00:05:50 - The Skiing Trip Experience00:07:21 - The Themed Sessions00:08:26 - Focusing on One Thing00:11:20 - Dividing and Conquering00:12:18 - The Rebrand and Self-Reflection00:13:54 - Stepping Up and Playing Big00:15:06 - The Power of Honesty and Self-Awareness00:15:53 - The Importance of Different Perspectives00:16:13 - The Leadership Dilemma00:17:07 - The Challenge of Running Multiple Businesses00:17:59 - The Value of Business Networks00:19:34 - The Power of Overcoming Fear00:24:53 - The Need for Bookkeepers in Business00:25:33 - The Misunderstanding of Bookkeeping Role00:27:09 - The Importance of Setting Boundaries00:28:15 - The Need for Qualified Bookkeepers00:29:06 - The Key Takeaways00:30:20 - Building Haymonica for Exit00:31:10 - Preparing for Business Exit00:31:48 - Expansion to Canada00:32:56 - Planning for the Photoshoot00:33:59 - The Importance of Professional Photography00:34:33 - The Challenges of Visibility00:35:58 - Building Personal Network00:36:28 - Conclusion#bookkeepers
a Bookkeepers brand is more than a logo.In this episode, we dive deep into the rebranding journey of the 6 Figure Bookkeeper with creative director Olly Whitman.Discover how a bookkeepers brand evolves beyond just visual elements and why understanding your audience is crucial.Olly shares insights on how to infuse personality into your brand, making it memorable and relatable. He emphasises that creativity isn't just for artists; it's essential for everyone, including bookkeepers and accountants. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - What Bookkeepers Don’t Realise About Branding00:00:11 - Guest Introduction00:00:25 - Understanding Branding00:00:53 - Guest's Career Journey00:01:47 - Guest's Early Career Aspirations00:03:22 - Guest's Shift to Creativity00:07:32 - Creativity in Business Strategy00:10:15 - Guest's Professional Experience00:14:21 - Understanding Big Brands' Strategy00:15:30 - Introduction to Bookkeepers Collective00:15:59 - Transition to Self-Employment00:16:22 - Challenges and Growth in Self-Employment00:17:50 - Guest's Journey to Becoming Self-Employed00:19:00 - Guest's Experience as a Creative Director00:20:57 - Guest's Personal Health Journey and its Impact00:24:54 - Self-Perception and Personal Branding00:26:47 - Rebranding the Six Figure Bookkeeper00:27:29 - Common Branding Mistakes by Small Businesses00:30:28 - Discussing Previous Branding Strategy00:31:05 - Transition to New Branding00:32:02 - Explaining Typeface and Color Choices00:34:12 - The Role of Tools like Canva00:35:30 - Evolution of the Logo00:37:40 - Launching the New Brand00:41:03 - Connecting with the Guest#bookkeepers
So what's the difference between bookkeepers and an accountants?In this video, we dive deep into the nuances of these two roles, exploring their training, responsibilities, and how technology is blurring the lines.Many people often confuse the two, but understanding their distinct functions can significantly impact your business.Bookkeepers manage daily financial transactions, while accountants focus on compliance and strategic financial planning. As the industry evolves, both roles are becoming increasingly vital, and it's essential to recognise the value each brings to the table. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - Why Some Bookkeepers Quietly Make More Profit00:00:36 - Bookkeeper vs Accountant: Personal Experiences00:00:52 - The Changing Role of Bookkeepers00:01:14 - Bookkeeping and Accounting in Practice00:02:45 - The Perception of Bookkeepers00:04:02 - Training and Qualifications00:06:52 - Role and Impact of Bookkeepers00:08:19 - Identity Crisis: Bookkeeper or Accountant?00:09:02 - Accounting and Bookkeeping in Business00:09:41 - The Role of Management Accounting00:12:24 - The Reality of Advisory and Reporting00:12:26 - The Influence of Background on Practice00:15:04 - Personal Experiences in Practice00:16:18 - The Shift from Practice to Business00:17:08 - Learning from Failures00:18:21 - Building Boundaries and Profit00:18:25 - The Bookkeepers Collective: An Introduction00:19:11 - Identity Crisis: Bookkeeper or Accountant, Revisited00:22:22 - Understanding Your Role and Building Confidence00:25:01 - The Grey Area Between Bookkeeping and Accounting00:26:40 - The Role of a Bookkeeper in a Team00:30:05 - Conclusion: Embracing Your Role
gspk=OGUxMDg1NDQ1NWY0----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
How can bookkeepers become financially essential in 2026?In this episode, we dive into the changing landscape for bookkeepers and how to ensure you are an indispensable asset to your clients.With the economy shifting and small businesses becoming more selective, it’s crucial to articulate the value you bring. You need to be seen as a finance lead, not just someone who checks boxes.Chapters:00:00:00 - Introduction and Welcome00:00:17 - Understanding the Current Situation00:01:20 - Value of Bookkeepers00:03:03 - Role of a Finance Lead00:04:01 - Becoming Indispensable00:06:25 - Understanding the Business Environment in 202600:08:05 - Positioning as a Finance Lead00:08:32 - Showing Your Value00:10:45 - Leveraging Software and Tools00:11:30 - Developing a Gold Standard Service00:14:19 - Avoiding Burnout00:15:14 - Setting Boundaries with Clients00:17:29 - Repositioning the Value of Your Service00:18:48 - Becoming Financially Essential00:20:58 - Moving Towards Business Coaching00:21:44 - Becoming an Essential Finance Lead00:22:30 - Redefining Advisory Services00:24:39 - Transitioning from Transactional Bookkeeping to Essential Finance Lead00:25:07 - Conclusion----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Most bookkeepers struggle with pricing, not because they lack skill, but because they don’t understand how smart bookkeepers actually think about value.In this episode, I break down:- How bookkeepers should approach pricing- Why bookkeepers often undercharge- What separates confident bookkeepers from hesitant bookkeepers.If you’re a bookkeeper or working with bookkeepers, this conversation will change how you see pricing forever.You’ll learn how bookkeepers can price services more strategically, position themselves more confidently, and stop competing with other bookkeepers on price alone.This episode is essential viewing for bookkeepers who want to charge what they’re truly worth!Access the pricing report for yourself, here: subscribepage.io/Fi6w9A ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.Chapters:00:00:00 - Introduction00:00:28 - Pricing History and Current Situation00:01:47 - Understanding the Value of Bookkeeping00:02:41 - The Problem with Hourly Rate00:05:35 - The Importance of Confidence in Pricing00:07:04 - Survey Findings and Analysis00:08:59 - The Need for Fixed Pricing00:13:17 - Moving from Admin to Finance Lead00:13:55 - How to Calculate Your Minimum Hourly Rate00:15:08 - Building Packages and Productizing Services00:16:55 - Differentiating Yourself from Other Bookkeepers00:18:34 - The Correlation Between Confidence and Pricing00:21:26 - The Role of Confidence in Sales Calls00:23:48 - Moving from Fear to Confidence00:25:20 - The Importance of Niching00:27:10 - The Value of Niching Based on Personal Experiences00:29:37 - Efficiency Through Focused Niching00:30:15 - Efficiency Through Replicable Processes00:30:49 - Understanding Client Needs for Package Design00:31:38 - The Role of Confidence in Service Delivery00:32:03 - The Impact of Niching on Pricing00:32:37 - Invitation to Learn More and Reflect on Pricing00:33:19 - Closing Remarks#bookkeeping
In this episode, Jo and Zoe dive deep into the realities of selling bookkeeping services—a topic that makes many bookkeepers uncomfortable. They explore why sales often feels awkward, how mindset plays a crucial role, and why reframing the process as helping, not selling instantly changes how conversations feel. Using relatable real-life examples—from a perfume shop to car buying—they break down what good and bad sales experiences teach us about trust, rapport, and confidence.The hosts outline the differences between marketing and sales, explain how to guide prospects with empathy and clarity, and share practical tips for managing discovery calls. They also discuss rapport building, understanding buyer psychology, using “with-or-without-you energy,” and designing a sales process that leads to long-term client retention. The episode closes by highlighting the value of the Sales Collection inside The Bookkeepers Collective.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode, Zoe explores what bookkeepers must understand to strategically grow their bookkeeping practice in 2026. She encourages listeners to “break” their existing business model in order to rebuild a scalable structure that supports long-term goals. The discussion centres on revisiting your original vision, designing systems that function without you, choosing a defined niche, and developing a gold-standard service that truly adds value.Zoe also highlights the importance of business planning, pricing confidently, strengthening sales and personal branding skills, and building scalable systems — including the adoption of automation and AI. She wraps up by reframing the bookkeeper as a CEO, not an employee, and invites listeners to develop their growth roadmap inside The Grace Collection and Success Programme within The Bookkeepers’ Collective.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Get your FREE 6 Figure Practice Planner at 6figurebookkeeper.comIn this episode, Jo and Zoe break down the fast-evolving world of artificial intelligence and what it means for bookkeepers right now. They explore the opportunities, risks, and everyday use cases—from email management and strategic planning to research tools and AI agents. With their signature blend of humour and practical advice, they discuss the tools they personally use (such as ChatGPT, Claude, Notebooks and Perplexity), what they love about them, and how they’ve integrated AI into their workflows.They also introduce their Seven-Step Prompting Framework, designed to help bookkeepers create accurate, tailored outputs that reflect their expertise and tone of voice. The episode closes by outlining how bookkeepers can use AI to add value to clients, streamline operations, reduce decision fatigue, and even support advisory conversations. AI isn’t here to replace bookkeepers—it’s here to elevate them.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
What does success look like for HMRC with Making Tax Digital – and what does it really mean for the bookkeepers doing the work on the ground? In this Leadership Takeover Session, Craig Ogilvie, HMRC’s Director for Making Tax Digital, explains the “why” behind MTD for Income Tax, how it will change the UK tax system, and why he believes bookkeepers are central to making it work for small businesses.Get step by step guidance on MTD for Income Tax https://www.gov.uk/government/collections/making-tax-digital-for-income-tax?Utm_source=6fbCraig shares his journey from a low-income upbringing in Scotland, through 20+ years in government delivery, to leading some of the UK’s biggest programmes – including the furlough scheme during the pandemic. He explains how his parents’ values around kindness and optimism shaped his leadership style, why he focuses so heavily on people and psychological safety, and how that translates into the way he runs the MTD team today.You’ll hear a clear, human explanation of what MTD for IT actually is: digital record keeping, quarterly updates and software-based filing for millions of self-employed people. Craig talks about the three big reasons behind it – reducing errors in the tax gap, modernising the UK’s tax infrastructure, and creating better customer service through more timely data and nudges – and why he sees bookkeepers as uniquely placed to turn that into better conversations about cash flow, credit control and business performance.He also explains the scale of the change: rebuilding core systems, working with third-party software through APIs, and designing multiple agent functionality so both accountants and bookkeepers can support the same client. Craig describes travelling around the UK to meet real practices, how those conversations led to changes like faster sign-up journeys and multiple agent access, and why HMRC is committed to genuine co-creation rather than “rubber-stamping” decisions already made.The episode goes deeper into social mobility, confidence and financial understanding. Craig talks about seeing his dad’s January “bag of receipts”, the construction sector’s heavy representation in the first MTD cohort, and the financial literacy gap facing many sole traders. He reflects on sessions with unrepresented business owners, where a clear explanation – often from a bookkeeper or accountant – can quickly change how someone feels about digital tools, quarterly reporting and understanding their numbers.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
What does the future of bookkeeping actually look like when AI gets practical?Sabby Gill (CEO of Dext) breaks down what’s changing, what won’t, and how bookkeepers stay indispensable.You’ll hear how a SaaS CEO thinks about time-saving automation, why “customer voice” should shape your roadmap (even in a practice), and why the human relationship side of bookkeeping becomes more valuable as systems get smarter.- Learn why Sabby speaks to 2–3 customers every day (and why he won’t “pre-prep” the calls).- Use the “why + benefit + ROI” script to communicate change without losing clients.- Understand why employees come first (and how that protects customers).- Steal a leadership routine: town halls, skip-levels, surveys, and CEO onboarding 1:1s.- See what Dext is building next: AI that learns your edits, plus payments and more.- Reframe the real endgame: automation → advisory → better client outcomes.Learn what AI and Automation mean for the future of Bookkeeping with Dext's free guide: https://info.dext.com/ai-and-the-future-of-accounting-report?UTM_Source=6fbThis conversation is for bookkeepers and accountants who feel the industry is in constant change (AI, HMRC updates, new processes) and want a clearer way to communicate value, without burning out.Timestamps00:00 Introduction00:18 Sabby’s role at Dext and the business sale to IRIS00:43 From finance admin to software leadership02:35 What the gaming industry taught him about tech and sales04:20 Psychometric insights: adapting your communication style08:38 What a “normal day” looks like as CEO09:21 The 2-customer-calls-a-day habit 10:54 “Time for business”: giving people time back13:56 Time management and protecting your team from burnout17:11 Engagement scores, surveys, and fixing the real issue19:02 Communicating change: ask “why” and make the benefit simple24:28 Small business lessons: why accountants become the first call26:24 Hiring for diversity of thought (not just industry experience)30:03 Calling lost customers: the feedback most leaders avoid32:12 The Dext roadmap: AI that learns your repeated changes36:06 What’s coming next37:21 Advisory is the endgame, and why humans still win39:06 Dext’s stance on direct vs partner relationships40:03 Wrap-up----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this Leadership Takeover Session, Jack Choppin – employee number one at GoProposal (now GoProposal by Sage) and long-time head of Client Success – explains how bookkeepers can build confident teams, challenge clients on pricing and create “shock and awe” experiences that drive loyalty and growth. For UK bookkeepers bringing in their first team member, or trying to get braver with fees, this is a practical look at what real client success and culture actually feel like day to day.Download GoProposal's guide for running impactful client meetings: https://goproposal.com/blog/how-to-keep-your-client-at-the-heart-of-every-meeting-with-the-gloss-method/?UTM_Source=6fbJack shares how he joined GoProposal on trust in the people before he fully understood the mission, what it was like to be 50% of the company’s salary bill as the first hire, and how that level of transparency built belief and ownership. He talks about the famous “shock and awe” pack, why they poured huge energy into free trials, and how unscalable, high-touch onboarding helped them spot the right customers and turn them into raving fans long before they put card details in.You’ll hear how GoProposal built a culture of caring deeply and challenging directly: sending physical packs, pre-branding apps, and offering training calls that didn’t just show people where to click, but helped them feel ready to sit in front of a client and say, “Your price needs to go up.” Jack explains why true client success means challenging beliefs, not just being nice, and why the real measure of success isn’t “do you understand the software?” but “are you willing to have that pricing conversation?”Jack also talks about the emotional side of building a business from the inside. He describes working with founder James Ashford, carrying the pressure of personal goals (like helping Becky leave her job), and learning not to become an “accidental diminisher” who has all the answers. Instead, he shows how asking team members to bring problems with proposed solutions builds confidence, autonomy and genuine leadership capability – the same mindset bookkeepers can use with both staff and clients.For practice owners, Jack shares what he learned as GoProposal grew and then moved through acquisition into Sage: how openness around targets builds buy-in rather than fear, where to draw the line between healthy pressure and stress, and how small firms can use their size as an advantage by involving team members closely in the journey. He also talks honestly about self-doubt, fear of getting it wrong, and how focusing on intent rather than outcome helps him act even when confidence feels shaky.This is essential viewing for bookkeepers who want to move beyond “just doing the work” and build a business where clients, team and founder are all truly invested in the same mission.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Product Strategy at Dext) breaks down how to use Dext automation to create capacity, improve real-time reporting, and move clients from reactive to in control.Download Dext's Compliance to Advisory Guide, here: https://info.dext.com/compliance-to-advisory-guide?UTM_source=6fbPaul shares what he saw moving from practice to product: most firms sign up to tools but don’t adopt features deeply enough to get the outcome. You’ll hear what “real-time bookkeeping” actually means, why regularity matters, and how to structure people, processes and products so automation sticks.What you’ll learn: - Spot why firms “go digital” but still don’t get full tool value (feature adoption is the gap).- Build a Dext champion role that improves automation performance across your client base.- Shift clients from quarterly compliance to real-time bookkeeping and decision-making.- Use automation and regularity to unlock dashboards, insights, and proactive conversations.- Understand where AI helps (proactivity and capacity) and where it won’t replace you (relationships and empathy).Try Dext as a partner: https://dext.com/uk/partner?utm_source=6fb and explore how automation creates capacity.This episode is for bookkeepers and accounting firms who want to stop chasing paperwork, reduce admin, and deliver real-time value, without adding headcount.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
D projects where better tax advice funded real-world change – like extracting myrrh oil to support schools in Africa.Today, his role at Xero spans smart data, late payments, e-invoicing, unique business identifiers, AI policy and MTD. He explains what his week actually looks like: responding to consultations, sitting on smart data groups, meeting departments like Business and Trade, and feeding the voice of accountants and bookkeepers into policy. Find out about the benefits of becoming a Xero Partner, here: https://www.xero.com/uk/partner-programme/?UTM_Source=6fbThe conversation also tackles AI. Stuart sees AI as an efficiency driver, not a replacement for bookkeepers. He talks about using AI to speed up reconciliation, summarise long email newsletters and surface insights, while the real value sits in the 20% of work that is deeply human: handling ambiguity, context and emotion. A big theme is financial literacy and social mobility. Stuart is passionate about closing the gap for people who were never taught about interest rates, APR or cash flow at home or at school. He talks about Xero’s financial literacy campaign, which offers bite-size guidance and mentoring for people from disadvantaged backgrounds or those starting a business with no financial training. Crucially, it’s open to everyone, not just software users, and supported by accountants and bookkeepers who volunteer their time to help.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode, Apron founder Bogdan Uzbekov explains how he built a 100+ person payments team, created a culture where people “do the work of their lives”, and why his 10-year vision includes building something in space. For UK bookkeepers, accountants and small business owners, this is a practical masterclass in leadership, team culture and modern business payments.The way you build your team and choose your technology stack directly affects cash flow, client experience and your capacity to grow. Bogdan shares what he learned in almost a decade in payments, how Apron was designed around accountants and bookkeepers, and the leadership principles he uses to scale quickly without losing quality. By the end of this episode, viewers will understand how high-growth fintech thinking can be applied inside a small UK bookkeeping practice.Hosted by Jo Wood and Zoe Whitman from The 6 Figure Bookkeeper, this Leadership Takeover Session connects real founder experience with the day-to-day reality of running a modern practice. Bogdan has spent nearly 10 years in payments, built Apron from concept to a fast-growing funded company, and now leads a team serving SMEs, accountants and bookkeepers across the UK.In this conversation, Jo and Zoe explore how Bogdan moved from a background in physics and research into startups and payments, why he chose the pace of entrepreneurship over a PhD, how Apron evolved from a simple frustration with broken business payments into a platform used by practices and their clients, what it really takes to grow a team from the first hire to over 100 people, how to design team culture deliberately so people can thrive, why he openly says “I love hustle” and how he balances that with family life, and his long-term ambition to “do something in space”.Bogdan is clear that great products are built by great teams. He explains why hiring is “really hard”, how Apron uses structured culture-led interviews, why values and learning speed matter more than technical skill alone, and why founders must eventually let go of control to allow new leaders to step forward. For UK bookkeepers, this offers a blueprint for moving from a solo practice to a small, high-impact firm.Apron is a business payments platform that helps small businesses pay suppliers and staff while keeping accountants and bookkeepers at the centre of the workflow. Bogdan Uzbekov is Apron’s founder and currently leads a 100+ person team building payment infrastructure for UK SMEs. Platforms like Apron allow UK bookkeepers to centralise outgoing payments, improve visibility over cash flow, and introduce more structured client processes.Get started with Apron for free at https://getapron.com/?utm_source=6fb----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
How to Get Visible as a Bookkeeper: Sage’s Chris Downing on Confidence, Tech and Career OpportunitiesIn this Leadership Takeover Session, Sage’s Chris Downing shows bookkeepers and accountants exactly how to get more visible, build a reputation that feels authentic, and turn their experience into new opportunities – without pretending to be someone they’re not. Drawing on 19 years in practice (from junior to partner) and his current role as the “voice of the accountant and bookkeeper” inside Sage, Chris explains what visibility really means, why it matters, and how to start even if you feel shy, busy or unsure what to say.Read the GoProposal by Sage guide on how to be an authoritative accountant (or bookkeeper) and establish trust https://goproposal.com/blog/trusted/?UTM_Source=6FBHosted by Jo Wood and Zoe Whitman from The 6 Figure Bookkeeper, this episode goes behind the scenes with one of the most recognisable faces in the UK accounting tech space. You’ll hear how early work experience, a love of technology and a focus on saving clients time led Chris to build a Business Intelligence department inside his firm, win Technology Champion of the Year, and ultimately move from practice into a senior role at Sage. Along the way he shares the mindset shifts that helped him speak at events, work with banks, and present to rooms full of peers – even when it felt nerve-wracking.You’ll learn why visibility is not about showing off, but about being useful and relatable; how awards, case studies and collaboration with software partners can quietly raise your profile; and why the firms that grow fastest are usually the ones willing to share what they’re doing well. Chris talks about saying yes (and sometimes no) to events, how he protects his time, and how he balances a busy internal role at Sage with being present at conferences, webinars and community meetups.For bookkeepers, he explains why your proximity to the numbers gives you huge commercial insight, why bookkeeping can feel lonely and how to build a supportive network with accountants and peers. He describes the “golden triangle” between the business owner, the accountant and the bookkeeper, and why collaboration – rather than competition – is where the real opportunity lies as MTD and digitisation reshape the profession.This is essential viewing for bookkeepers who want to stop being “brilliant but invisible”, share their expertise with confidence, and build a long-term career that can grow in whatever direction they choose.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
The future of bookkeeping is not data entry — it is trusted financial partnership. In this episode of the 6FB Sofa Sessions, Max Whiteley, Product Domain Expert at Dext and multiple award-winning practice leader, explains exactly how UK bookkeepers can move from compliance into real advisory, and why confidence, curiosity and commercial thinking now matter more than technical perfection.Register for our upcoming webinar, Beyond the Books with Dext to learn how Bookkeepers can confidently step Into advisory with AI powered tech: https://info.dext.com/beyond-the-books-6fb-webinar-feb-2026Max started his accounting career at just 15 years old, grew up around self-employed parents, built and scaled award-winning teams, and now helps shape the tools used by thousands of UK practices. In this conversation with Jo Wood and Zoe Whitman, he shares what actually changes lives for small business owners, why advisory is really about accountability and care, and how bookkeepers can step into a far more valuable role without needing complex forecasting models or extra qualifications.You’ll hear how small practices can build stronger client relationships through active listening, why quarterly conversations transform both pricing and impact, how boundaries with clients protect both revenue and wellbeing, and why real-time data is the foundation of meaningful advice. Max also shares how winning multiple Xero awards came down to people-first systems, consistent processes and confidence in leading clients, not flashy tools or complicated reporting.This episode also tackles the fear around automation and AI. Max explains why AI will not replace bookkeepers, but bookkeepers who use AI will replace those who don’t. He outlines how real-time bookkeeping, payments, credit control and better reporting are becoming the natural next step for modern practices — and how tools like Dext enable that shift by improving data accuracy and visibility.If you are a UK bookkeeper wondering how to move into advisory, struggling with confidence, worried about AI, or unsure what your real value is beyond compliance, this episode provides clarity, reassurance and a practical roadmap forward.This conversation is essential viewing for bookkeepers who want to become indispensable to their clients and build a more profitable, respected and future-proof practice.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this Sofa Session, Kate Hayward, Managing Director of Xero UK, shares how growing up in a self-employed household shaped her views on risk, money and why bookkeepers are now more vital than ever to small businesses. For UK bookkeepers, this is a clear, honest look at where the profession is heading and how to stay at the centre of it.Kate talks about watching her parents worry over money at the kitchen table, how that drove her into a science degree and a Big Four career, and why she eventually left the perceived safety of that world to join a fast-growing tech company while planning to start a family. She shares the leadership moment that stopped her from self-selecting out of a senior role because of motherhood, and why background should never limit whose voice is heard in business or policy.A major theme of the conversation is financial literacy. Kate explains why the UK still lacks a joined-up, practical approach to money education and why Xero has invested in its financial literacy campaign to try to change that. She describes financial literacy as a life-cycle issue, from what children see at home to the decisions business owners face as they grow.For bookkeepers and accountants, Kate is clear: you are the lifeline for many small businesses. With the disappearance of the traditional bank manager, clients now turn to their adviser to interpret the numbers, sense-check decisions and connect them to wider support. She also acknowledges that many advisers were never taught sales, marketing or entrepreneurship, even though clients increasingly expect that wider commercial input.The episode also tackles AI and the future of the profession. Kate’s view is firm: AI will not replace bookkeepers or accountants. It will remove repetitive manual work and create space for deeper conversations, better insight and more ambitious client growth. The skills that matter most become communication, commercial thinking, pricing confidence and the ability to guide clients through uncertainty.If you are a UK bookkeeper or accountant who cares about small business, worries about AI, or wants to play a bigger role in clients’ financial understanding and long-term success, this conversation with Kate Hayward will help you see what’s coming next — and how you can stay essential.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this Leadership Takeover session, Kate Hayward, Managing Director of Xero UK, shares how growing up in a self-employed household shaped her views on risk, money and why bookkeepers are now more vital than ever to small businesses. For UK bookkeepers, this is a clear, honest look at where the profession is heading and how to stay at the centre of it.Kate talks about watching her parents worry over money at the kitchen table, how that drove her into a science degree and a Big Four career, and why she eventually left the perceived safety of that world to join a fast-growing tech company while planning to start a family. She shares the leadership moment that stopped her from self-selecting out of a senior role because of motherhood, and why background should never limit whose voice is heard in business or policy.A major theme of the conversation is financial literacy. Kate explains why the UK still lacks a joined-up, practical approach to money education and why Xero has invested in its financial literacy campaign to try to change that. She describes financial literacy as a life-cycle issue, from what children see at home to the decisions business owners face as they grow.For bookkeepers and accountants, Kate is clear: you are the lifeline for many small businesses. With the disappearance of the traditional bank manager, clients now turn to their adviser to interpret the numbers, sense-check decisions and connect them to wider support. She also acknowledges that many advisers were never taught sales, marketing or entrepreneurship, even though clients increasingly expect that wider commercial input.Find out about the benefits of becoming a Xero Partner, here: https://www.xero.com/uk/partner-programme/?UTM_Source=6fbThe episode also tackles AI and the future of the profession. Kate’s view is firm: AI will not replace bookkeepers or accountants. It will remove repetitive manual work and create space for deeper conversations, better insight and more ambitious client growth. The skills that matter most become communication, commercial thinking, pricing confidence and the ability to guide clients through uncertainty.If you are a UK bookkeeper or accountant who cares about small business, worries about AI, or wants to play a bigger role in clients’ financial understanding and long-term success, this conversation with Kate Hayward will help you see what’s coming next — and how you can stay essential.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
What does the future really look like for UK bookkeepers as regulation tightens, MTD expands and professionalism becomes more important than ever? In this episode of the 6FB Sofa Sessions, Ami Copeland, CEO of the Institute of Certified Bookkeepers (ICB), explains exactly what’s changing, what standards matter most, and how bookkeepers can protect, grow and future-proof their practices.Ami leads one of the most influential professional bodies in UK bookkeeping and works closely with HMRC, software providers and regulatory partners to shape the modern bookkeeping profession. In this conversation with Jo Wood and Zoe Whitman, she shares what she is seeing across thousands of UK practices, how professionalism and compliance expectations are rising, and why strong ethical standards will define the next decade of bookkeeping.You’ll hear how Making Tax Digital is reshaping the role of the bookkeeper, what regulation really means for day-to-day practice, and how bookkeepers can position themselves as trusted finance partners rather than “just” compliance providers. Ami also talks openly about confidence, competence, qualifications, and why credibility will become a key differentiator as the industry continues to grow.This episode explores the commercial benefits of being professionally recognised, how education and CPD protect both you and your clients, and why bookkeepers who embrace change now will be the ones leading the profession in the years ahead. Ami explains the balance between accessibility and accountability in bookkeeping, and what standards clients will increasingly expect as business owners become more financially aware.If you are a UK bookkeeper navigating MTD, thinking about regulation, wanting to raise your professional profile, or unsure how formal recognition fits into your growth plans, this episode will give you clarity, reassurance and direction.Find out about ICB Membership at https://www.bookkeepers.org.uk/Membership/?utm_source=6fbThis is essential viewing for bookkeepers who want to build long-term credibility, charge with confidence, and be seen as true financial professionals in a rapidly evolving industry.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode, Jo and Zoe take a deep dive into what it really looks like to start a bookkeeping business in 2026. Rather than jumping straight into checklists and compliance, they challenge aspiring bookkeepers to step back and understand the real reason behind wanting to start a practice — freedom, financial stability, and flexibility. They explain how important it is to design the business around the lifestyle you want, not just the service you can offer.From choosing the right business structure to understanding insurance, personal finance boundaries, AML responsibilities, tech stacks, workflows, and pricing, the hosts walk through the updated fundamentals for 2026. They emphasise that building a practice that supports your wellbeing starts with clarity, boundaries, and intentional choices — not rushing into software subscriptions or under-charging. This episode acts as both a strategic reset and a practical roadmap for anyone wanting to launch confidently in the new year. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
The Dext Effect: How Modern Bookkeepers Save UK SMBs: https://subscribepage.io/qn0D3UWe talk about the Dext report here: https://www.youtube.com/watch?v=02y_ZDbROusIn this solo episode, Zoe dives into why so many bookkeeping practices are falling behind — not because of skill, but because the industry has evolved faster than the services most bookkeepers are offering. Drawing on new data from Dext's survey of 500 SMEs, Zoe reveals a widening gap between what small businesses urgently need (support, clarity, forecasting, guidance) and what the bookkeeping profession is traditionally providing.She speaks candidly about the crisis mindset many business owners are in — some even saying conditions now feel worse than Covid — and explains the pivotal opportunity for bookkeepers to reposition themselves as finance business partners. Through insights from their Summer 2025 Bookkeeper Survey, Zoe breaks down the time bottlenecks, confidence challenges, and outdated processes keeping practices stuck. She then shares a practical roadmap for modernising your practice through 1% improvements, automation, advisory conversations, and building a gold-standard service that scales with ease.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this third and final part of the client-finding series, Jo and Zoe move beyond foundations and personal branding into advanced, “pro-level” strategies for winning bookkeeping clients through referrals. They break down how to turn happy clients into loyal advocates who consistently recommend you, so your pipeline fills without you constantly hustling for every new lead.They explore what it really takes to deliver a repeatable, gold-standard service – from onboarding and communication to spotting opportunities and supporting business growth – so clients feel safe, seen, and excited to talk about you. Jo and Zoe also discuss building a simple referral “programme” (without it feeling awkward or salesy), using testimonials and case studies effectively, and how to talk about capacity so clients know you’re open for new work without worrying you’re too busy for them. The episode wraps up by pulling together all three levels of the series: foundations, personal brand, and referrals.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this second instalment of the three-part “How to Find Bookkeeping Clients” series, Jo and Zoe dive deep into why personal branding is essential for bookkeepers who want to grow their practices. Building on video one’s “business foundations”, this episode explores how trust-building, visibility, reputation, and consistency help bookkeepers stand out in a crowded industry—especially in an online world filled with mistrust, catfishing, and AI-generated content.Through honest conversation, they unpack the mindset challenges bookkeepers face (especially introverted ones), discuss the shift away from hustle culture, and demonstrate how sharing values, lived experiences, and real-life content helps build genuine trust. They explain why your personal brand is what people say about you when you're not in the room—and how to intentionally shape that narrative. Jo and Zoe share practical strategies including content habits, storytelling, responding to audience engagement, writing blogs, and even publishing a book to elevate authority.In This Episode:Why personal branding matters for bookkeepersHow to become “prolific” without working 24/7What personal brand actually means (and what it doesn’t)Overcoming fear of visibility, especially for introvertsWhat content to share to build trustWhat NOT to post—staying aligned to your own valuesHow to capture everyday moments as contentUsing blogging, articles, and books to elevate authorityHow Jo and Zoe built multiple brands through consistencyHow to start conversations that lead naturally to client work----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this first video of a three-part series on finding bookkeeping clients, Jo and Zoe break down the beginner foundations you need in place to win your first few clients with confidence. They talk honestly about the fear, vulnerability and “baggage” that new bookkeepers bring when they leave employment, and why that very first client matters so much for your belief, validation and momentum.Through their own stories of landing first clients (via a husband’s creative contacts and a neighbour over the garden fence), they show how powerful your existing network can be when you give people a clear, repeatable message about what you do. The episode covers pricing your first jobs, why working for free often backfires, how branding and pricing are linked, and the practical basics you need: a simple online presence (LinkedIn + maybe a one-page website), a clear call to action to book a call, and local networking – approached as relationship-building, not “selling to everyone”. This sets the foundation for the next videos in the series on advanced and referral strategies.One of the biggest questions we see in the 6 Figure Bookkeepers community is:“How do I actually find bookkeeping clients?”In this first video of our three-part series, Jo and Zoe walk you through the beginner stage of finding clients – the foundations that make everything else easier:Getting clear on what you do and who you help in simple, repeatable languageUsing your nearest and dearest as your first “sales team”Setting up a basic online presence to validate you (even if you don’t have a website yet)Why pricing, branding and confidence are all linkedHow to use networking without feeling salesy or desperateYou’ll also hear Jo and Zoe’s real stories of finding their first clients – from a freelancer friend needing reassurance on her tax return to a neighbour’s VAT returns that stayed at £50/month for far too long!This episode lays the groundwork so that advanced and referral strategies (coming in Videos 2 and 3) actually work.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
loss.Why self-care is part of your business strategy.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Partner Program: https://central.xero.com/s/certifications💳 Apron Virtual Expense Cards: https://getapron.com/expenses📈 GoProposal “Boost Your Profits in 30 Days” Guide: https://goproposal.com/?utm_source=6fb📋 King’s Trust Business Plan Template: https://www.kingstrust.org.uk/how-we-can-help/tools-resources/business-tools/business-plans💼 TaxDome Bookkeeping Pricing Template: https://blog.taxdome.com/bookkeeping-pricing-template/💻 Xero MTD Resource Hub: https://www.xero.com/uk/resources/making-tax-digital/small-business-resources/📘 ‘Know Your Numbers’ (Free Book by Zoe Whitman): https://www.amazon.co.uk/Know-Your-Numbers-Bookkeeping-Businesses/dp/1912009986✅ Weekly Bookkeeping Tracker Spreadsheet: https://subscribepage.io/SuzhNc🚀 The Six Figure Blueprint: https://subscribepage.io/jq4bmb💬 Join the 6 Figure Bookkeepers Club (Facebook Group): https://www.facebook.com/groups/262207761026673In this episode, Jo and Zoe round up 13 of the best free tools, templates, and resources to help new bookkeepers kickstart and grow their businesses confidently. They share everything from valuation tools and business plan templates to pricing calculators, software training, and productivity frameworks — all designed to save you time, reduce overwhelm, and set up a solid foundation for a profitable practice.Listeners will also hear how each resource connects to building a sustainable business model — whether that’s understanding MTD legislation, confidently pricing your services, or knowing when to scale. The episode closes with an invitation to download the Six Figure Blueprint — a free month-by-month guide to help you reach six figures faster.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
find our links here: https://linktr.ee/6fbIn this refreshingly practical episode, Jo and Zoe share how bookkeepers can find clients without relying on social media. While both love online marketing (and even built their own social media tool, Journal), they recognise that not every bookkeeper feels confident online.This conversation breaks down a simple three-level approach for finding clients offline — starting with your closest connections, expanding into local networks, and using local press to build authority. Packed with humour, relatable stories (including Zoe’s daughter’s accidental referral and the legendary “policeman and toddler” news story), the episode proves that visibility doesn’t have to mean viral.Jo and Zoe reveal how to find bookkeeping clients without using social media. Discover the three levels of offline visibility that every bookkeeper can use to grow their practice locally — from word of mouth to newspaper features!You’ll Learn:Why your family and friends are your best first marketing teamHow to confidently network (even if you hate networking)The secrets to getting featured in local press and magazinesHow to pitch your story to journalists the right wayThe SEO benefits of appearing in online newsResources Mentioned:Building a StoryBrand by Donald MillerJournal – Social media tool for bookkeepersThe Bookkeepers’ Collective training on press releases----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this final instalment of their three-part series, Jo and Zoe unpack what it means to offer advanced bookkeeping services — the level beyond bank reconciliations and cash flow forecasts. They challenge bookkeepers to step into a more strategic role by holding clients accountable, interpreting data, and driving decisions that impact long-term success.They explore how bookkeepers can transition from service providers to finance business partners, covering practical areas like sales and expense forecasting, budget variance analysis, improving cash flow, evaluating VAT schemes, and team performance metrics. The discussion concludes with strategic planning, exit goals, and holistic business thinking that empowers bookkeepers to guide their clients confidently.In this episode:Jo and Zoe dive into the advanced tier of bookkeeping services — how to shift from compliance work to becoming a strategic business partner.Key topics:What “adding value” really means in bookkeepingHolding clients accountable using dataBuilding sales and expense forecastsRunning budget variance reviewsImproving cash flow and payment processesReviewing VAT schemes for efficiencyStaff return-on-investment (ROI) analysisBuilding client confidence and business acumenDiscussing long-term planning, pensions, and exit strategies----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this second instalment of their three-part series, Jo and Zoe dive into what it means to transition from offering basic bookkeeping to providing intermediate-level services. They explore how bookkeepers can move beyond reconciliations and historical data to become invaluable financial partners for their clients. The discussion covers cashflow forecasting, corporation tax provisions, KPI dashboards, and management accounts, showing how these skills give clients peace of mind and help them make confident business decisions.Through relatable examples and practical advice, Jo and Zoe make advisory work feel achievable for every bookkeeper, demonstrating that the path to becoming indispensable starts with simple steps like daily bookkeeping, communication, and helping clients understand their numbers.Topics Covered:The difference between basic and intermediate bookkeepingHow to introduce cashflow forecastingSimple tools and software (Xero, Float, Google Sheets)Incorporating corporation tax provisionsHelping clients plan ahead with management accountsTracking KPI dashboards (financial + non-financial data)Encouraging communication and proactive client relationships----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
This episode kicks off a three-part mini-series defining the core service levels for bookkeepers: beginner, intermediate, and advanced. Jo and Zoe focus here on the bare-minimum, beginner bookkeeping service—what you must deliver to confidently charge for your work and meet client expectations.They cover the bookkeeper–accountant boundary, where compliance starts and stops, and the practical steps that form a robust baseline service: validating opening balances, connecting and checking bank feeds, reconciling income (including tills/Stripe/PayPal) and purchases, and delivering snapshot reports on receivables and payables so owners know who owes what and when.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Jo and Zoe unpack real-world customer service moments (good, bad, and “oh no!”) from hotels and travel, then translate them into practical ways bookkeepers can delight clients without overpromising or underpricing. From clear communication paths and response expectations to building systems that “put out the fire once,” they show how your service standard should drive your pricing, capacity, and team processes.They cover language (ditching jargon), empathy during stressful events (like client bereavement), and proactive touches that make clients feel looked after — plus how to encode all of that into SOPs so it happens consistently as you grow.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Bookkeepers Bootcamp: The Best Business Strategy Week your business has EVER experienced and it's FREE.We start on Sunday 5th October at 7pm with live sessions every evening for the following three evenings. This is about working STRATEGICALLY on your bookkeeping practice and we can't wait to see you there. Register free at bookkeepersbootcamp.scoreapp.com And don't worry if you can't join live, as replays are available on demand. Just jump in and register to get all the details. We can't wait to help you build the business you've been dreaming of.
Hey Monika work experience: https://www.heymonika.com/In this episode, Jo and Zoe dive into the challenges bookkeepers face when trying to gain practical work experience. They reflect on their own career journeys, from retraining and apprenticeships to learning vital lessons through real-world scenarios that exams never cover. The conversation highlights the gap between technical qualifications and workplace readiness, exploring how skills like communication, punctuality, and professional etiquette are just as important as bookkeeping knowledge.The hosts also introduce Hey Monica, their innovative work experience simulation platform. Designed to bridge the gap between study and practice, it helps bookkeepers build confidence through realistic client scenarios, mentoring, and role-play. Jo and Zoe emphasise that building a career in bookkeeping isn’t just about passing exams — it’s about continuous growth, adaptability, and recognising the transferable skills gained from all aspects of life.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers’ Podcast, we tackle one of the most common challenges in the bookkeeping world: clean up jobs. Jo and Zoe dive into the practical steps bookkeepers should take when dealing with a client who’s fallen behind, whether it’s a few months of missed entries or a year-long backlog.They discuss how to set boundaries, determine whether to take on a clean up job at all, and how to price the work fairly—without undervaluing your time. With actionable advice on due diligence, onboarding, process improvement, and client communication, this episode is packed with insights to help you approach backlog work with clarity and confidence.What constitutes a bookkeeping clean up job and how to scope itHow to assess the quality of existing records and validate balancesWhy you should start from the oldest month and work forwardTips on onboarding clients and setting clear expectationsHow to position yourself as a strategic advisor (not an employee)A structured method to price clean up work using alignment feesHow to talk to clients about value, not just costWhy you should insist on paperwork and documentationBest practices for managing your time and maintaining high standards----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this deeply personal conversation, Jo opens up about her family’s journey from school anxiety and selective mutism to a self-directed, joyful approach to learning: unschooling. She shares the early signs that traditional school wasn’t working for her daughter, including a traumatic bullying incident, health challenges, and escalating panic attacks in Year 8. Despite trying reduced timetables and a paid online school, the same patterns returned.Jo describes the moment they de-registered and chose to remove expectations, allowing recovery and curiosity to lead. The result? A thriving teen with community, responsibility, paid work (dog walking, stables, social media), equine study certificates, vibrant friendships, and a self-initiated plan to sit GCSEs on her own timeline. Jo also demystifies local authority involvement, reflects on judgement from others, and shares a parenting philosophy centred on trust, autonomy, and consequences in a safe, loving home.Early signs: selective mutism, post-Covid transition, and exhaustion in Year 7The trigger events: unexpected class move, bullying incident, and toilet-pass anxietyAttempts to “fit back in”: reduced timetable, calm room, and online private schoolThe pivot: de-registering and choosing unschooling to prioritise healingLife after school: horses, certificates, paid work, social confidence, and self-led GCSE planMyth-busting: local authority contact, fines, and what “education” can look like at homeParenting through judgement: autonomy, boundaries, and trusting teens----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Join the collective - https://www.6figurebookkeeper.com/Get Journal and fic your online presence - https://www.bookkeepersmarketing.com/In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman take a deep dive into the five most profitable and practical niches for bookkeepers to consider. Niching can be one of the most important decisions in your bookkeeping journey—yet it’s often where people get stuck. Whether you're just starting out or looking to refine your services, this episode will help you identify the types of clients you’re best equipped to support, and how niching can lead to greater profitability and ease in your business.Jo and Zoe break down the real-world pros, challenges, systems, and service expectations across five key industry types. They also share personal stories from their own practices and clients to illustrate how each niche works in practice.💡 You Will Learn:Why niching matters and how it helps you streamline systems and services.How to identify your ideal client based on more than just industry.The specific needs and quirks of five different business types.How to position yourself as an expert in a niche even if you’re still learning.Where opportunities lie for bookkeepers in sectors like construction, salons, and e-commerce.How niching allows you to automate, specialise, and increase your profit margin.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
prosecco”).Managing ADHD/perimenopause in business with boundaries and simple coping strategies.A cashflow case study: using tools and timing to protect jobs and rebuild reserves.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Try Journal free for 14 days: https://www.bookkeepersmarketing.com/Take part in our Summer Survey: https://6fbsummer.scoreapp.com/p/summer2025In this episode of The Bookkeepers’ Podcast, we take a fresh, practical look at what bookkeepers actually do—end to end. We walk through the real workflow for small businesses: choosing cloud software and connecting bank feeds, coding sales and expenses with proper evidence (especially for VAT), handling accruals and prepayments, running credit control and payment runs, dealing with payroll journals, staying compliant with AML, and turning up-to-date data into useful management reports and cash flow forecasts.You Will LearnThe true purpose of bookkeeping (decision-ready info first, tax compliance as a result).Why we recommend moving clients to cloud software (Xero, Sage, FreeAgent, QuickBooks) and specialising in one platform.How to keep business and personal spend separate and reconcile from the bank statement out.Sales workflows: invoicing, POS, online sales via Stripe/PayPal—and why you must “gross up” fees.Expenses, approvals, and smooth supplier payment runs (with director approvals).Payroll boundaries: when to outsource vs in-house, and how to post payroll journals correctly.AML responsibilities and the “bookkeeper as detective” mindset.Building monthly/quarterly reporting rhythms, KPIs, and cash flow forecasting clients can act on.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Try Journal free for 14 days: https://www.bookkeepersmarketing.com/Take part in our Summer Survey: https://6fbsummer.scoreapp.com/p/summer2025In this episode, Jo and Zoe dive deep into the challenges bookkeepers face when it comes to showing up consistently on social media. They discuss the fears, mistakes, and mindset blocks that often hold bookkeepers back—from bad Canva templates to blank-page paralysis—and why marketing is a non-negotiable part of building a thriving practice.The episode introduces Journal, a brand-new social media tool designed specifically for bookkeepers and accountants. Journal combines the power of AI, Canva, and scheduling in one place, with bookkeeper-specific content preloaded. Jo and Zoe share their personal journey with marketing, why consistency builds trust and clients, and how Journal helps bookkeepers stand out as professionals while saving huge amounts of time.Why social media and visibility are essential for bookkeepersZoe’s journey from struggling with blogging and confidence to winning a social media awardThe common pitfalls of DIY Canva contentWhy consistency builds trust and impacts pricing, branding, and client attractionHow Journal combines AI, Canva, scheduling, and bookkeeping-specific content in one platformSpecial listener offer: 14-day free trial + £10/month lifetime discount----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
⬇️ Resources for Bookkeeperslinktr.ee/6fb⬇️ Take part in the Summer Survey to find out what other bookkeepers are charging. https://6fbsummer.scoreapp.com/p/summer2025⬇️ Join The Bookkeepers' Collective https://6figurebookkeeper.com Jo Wood and Zoe Whitman dive into one of the most frequently asked questions in the bookkeeping community - how should you price your services? Drawing on insights from their summer pricing survey and real-world experiences, Jo and Zoe break down the pitfalls of hourly rates, the importance of value-based pricing, and how to confidently transition to fixed fee models.They explore how efficiency, technology, and mindset impact profitability, and share how to build a pricing strategy aligned with your lifestyle, capacity, and goals. You’ll also learn about the gold standard service model and how to design packages that reflect the true value you provide as a bookkeeper and finance professional.What Listeners Will LearnWhy hourly pricing can cap your income and reduce your profitability.How to position your services based on outcomes and value.What bookkeepers are actually charging based on current survey data.How to design and price a “gold standard” monthly bookkeeping service.The impact of tech and efficiency on hourly-based income.How to reverse-engineer your pricing based on income goals.Strategies for repricing clients without losing your business.The importance of understanding your ideal client when pricing.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Jo and Zoe will be discussing a study of 500 business leaders based in the UK conducted by Dext by IRIS on the cost of wasted potential for your client's business----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman explore six powerful business lessons they’ve learned over the years—insights that apply far beyond the world of bookkeeping. From reframing failure to embracing automation and understanding your money story, Jo and Zoe share personal anecdotes and honest reflections that show how running a business can teach us about resilience, decision-making, and self-awareness.The discussion touches on the emotional weight of failure, the importance of being in the right rooms, how to work with your natural energy patterns, and why understanding your past (especially around money) is key to growth. Whether you’re new to business or well-established, this conversation offers a fresh perspective on how to navigate your personal and professional life with confidence and clarity.What Listeners Will Learn:Why failure is often the best teacher in business and life.How to gain confidence when networking or entering new spaces.The importance of understanding and working with your energy cycles.How to build assets that support long-term business growth.Why using tools and AI is about leverage—not laziness.How your money story and personal background can influence business decisions.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, Zoe Whitman interviews her co-host Jo Wood, who shares what it really takes to run a high-performing bookkeeping practice. At the peak of her business, Jo was supporting 65 clients and generating consistent turnover of £25,000 per month. She talks through how she built and led her team, structured her services, and developed systems that allowed her to step back from the day-to-day without compromising client service.Jo opens up about her leadership journey, why WhatsApp became an essential client communication tool, and how niching brought huge efficiencies. She also reflects on what she'd do differently if she were building her business today, given the range of tech and AI tools now available to bookkeepers.This episode offers a practical and honest look into what it takes to scale a practice, not just in terms of numbers, but in building a business that works without burning you out.You Will Learn:How Jo structured her team to support 65 clients efficientlyWhy she prioritised onboarding clients into the system, not just onto the booksThe benefits of team-wide communication through WhatsAppHow niching helped streamline processes and improve service deliveryWhy developing leadership and systems is more sustainable than doing all the work yourselfWhat Jo would do differently with today’s tools and technologyPractical strategies for scaling to £25k+ months sustainably----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this special episode of The Bookkeepers’ Podcast, Zoe interviews her co-host and business partner Jo Wood about her incredible journey from struggling with self-belief to building and eventually selling her award-winning bookkeeping practice, Jo Wood Virtual FD.Jo shares openly about the personal challenges that shaped her—including childhood bullying, becoming a young mum, and health issues caused by stress—as well as the pivotal moments that helped her realise her purpose. She explains how her family background in entrepreneurship laid the foundation for her own ambitions and how her values of belonging and service have fuelled the growth of the 6 Figure Bookkeeper community.This heartfelt and inspiring episode explores what it really takes to build a successful business, the importance of mental and physical wellbeing, and why visibility and vulnerability are key in leadership.What Listeners Will Learn:Jo’s journey from employment to self-employment and starting her bookkeeping businessThe role Jo's family and upbringing played in shaping her entrepreneurial driveHow Jo overcame burnout and serious health issues while running a growing businessWhy she sold her practice, Also how she did it in just two weeksThe mindset shift from building a business to finding deeper purposeLessons about visibility, confidence, and redefining success----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6fig...----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this deeply personal and moving episode of The Bookkeepers’ Podcast, Jo Wood sits down with her business partner, colleague, and friend, Zoe Whitman, to explore the story behind Zoe’s fierce independence. Over the last five years, Jo and Zoe have built multiple businesses together—but this episode goes far beyond business. Zoe opens up about her childhood, the challenges she faced growing up in and out of care, the emotional weight of financial insecurity, and how her experiences shaped her relationship with work, success, and trust.Zoe reflects on how her early life built a sense of self-reliance that has served her—but also cost her. From buying her first house at 19 to closing her bookkeeping practice in 2020, Zoe shares how shame, pride, and practicality have collided in her journey as a businesswoman and mother. This is a rare glimpse into the vulnerability that sits behind many entrepreneurs' stories and a conversation about redefining success, legacy, and balance.What Listeners Will Learn:How childhood experiences shaped Zoe’s values and independenceThe emotional impact of growing up in care and navigating unstable housingWhy Zoe became an accountant and how the profession changed her lifeThe real story behind closing her bookkeeping business during lockdownHow shame and resilience intersect in entrepreneurshipWhy pricing and flexibility are vital for working parents—especially womenThe legacy Zoe hopes to leave for her children and the bookkeeping community----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
and what it actually looks like day-to-day.- How to build visibility and confidence, especially when starting from scratch.- The mindset shift required to treat your practice as a real business.- What strategic actions helped Jo reach six figures – and how you can adapt them.- Why consistency, self-reflection, and investing in support are critical for long-term growth.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this hilarious yet insightful episode of The Bookkeepers’ Podcast, Jo and Zoe delve into the unexpected – and sometimes downright bizarre – things bookkeepers come across in their line of work. From sticky receipts and nipple tassels to denture moulds and PlayStation expense claims, this episode is packed with jaw-dropping client stories.But beyond the laughs, Jo and Zoe tackle an important topic: boundaries in business. They reflect on early days of picking up physical receipts, building trust with clients, and the importance of staying safe—especially for women meeting clients face-to-face. They share practical advice on how bookkeepers can protect themselves, communicate expectations clearly, and onboard clients in a way that prevents awkward (and potentially unsafe) situations.What Listeners Will Learn:- Why setting boundaries is essential for both safety and professionalism.- Real-life stories that highlight the weird and wonderful side of bookkeeping.- How to educate clients on submitting receipts properly.- The value of onboarding processes that include clear documentation guidelines.- How to identify when it’s time to walk away from a client who doesn’t align with your values.- Why your personal brand helps shape the clients you attract.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Late payments, ghosted invoices, and clients who disappear after the work is done—sound familiar? Jo and Zoe aren’t holding back in this episode as they share the harsh realities of working with difficult clients, including the jaw-dropping story of one who needed a restraining order.This conversation is packed with hard-won lessons and real-life experiences, as well as practical strategies to help you protect your business. You’ll hear how to spot red flags early, set watertight payment terms, build stronger onboarding systems, and draw professional boundaries that actually get respected.If you’ve ever chased an invoice or questioned a client’s intentions, this episode will leave you feeling informed, empowered, and ready to take control.What Listeners Will Learn:● Why being paid upfront (or in instalments) is essential● How to structure client contracts to prevent payment issues● The importance of vetting clients and understanding red flags● How Jo dealt with the worst client situation of her career● How visibility, branding, and confidence reduce risk● What to do if a client refuses to pay (including chasing debts legally)● Why clear boundaries and professional communication are vital----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
An insightful episode of The Bookkeepers’ Podcast, Jo Wood and Zoe Whitman break down the key findings from Xero’s 2025 Accounting and Bookkeeping Industry Report. With Jo’s experience as a member of the Xero Partner Advisory Council (XPAC), the duo take a deep dive into what the latest data reveals about the future of the industry — from growth and technology adoption to advisory services and evolving client needs.Jo and Zoe explore the report’s benchmarks, offering their perspective on where bookkeepers and accountants are thriving and where there's room for improvement. They also reflect on how tech-driven practices are changing the landscape, why some firms are still behind on cloud adoption, and how small practices can turn these trends into opportunities for growth.Xero State of the Industry Report: https://www.xero.com/uk/campaign/part... 🔗 Useful Links for Bookkeepers 🔗 Everything you need in one place! Software, Training, Resources. Find it all here. ➡️ linktr.ee/6fbYou Will Learn:What the Xero 2025 Industry Report says about practice growth and profitability.Why many firms still struggle with tech adoption and cloud migration.How client expectations are shifting — and how to meet them.The difference between bookkeeping and advisory services (with real examples).What the report reveals about the future of MTD and the optimism (or not) around it.How to use this data to complete your own SWOT analysis.What opportunities exist right now for bookkeepers to increase revenue without adding new clients.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6fig...----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
There is a new look to The Bookkeepers' Podcast as Jo and Zoe share their real life stories to tackle a common challenge many aspiring bookkeepers face: how to start a virtual bookkeeping practice from home—particularly after facing redundancy.Drawing from their own experience and real-life questions from their Facebook community, Jo and Zoe walk through the essential steps needed to set up a compliant, confident and client-ready bookkeeping business. From choosing your business structure and securing AML supervision to creating engagement letters and setting prices, this episode is packed with foundational advice for new and returning practice owners.Jo shares her personal story of being made redundant and how that pivotal moment led to building a practice that aligned with her lifestyle and values. Zoe explores the mindset shifts required to move from an employee mentality to business owner confidence, especially when it comes to pricing and valuing your expertise.The conversation also unpacks the pitfalls of hourly pricing, the emotional impact of redundancy, and the need to invest in yourself and your business. Whether you're at the beginning of your journey or considering a refresh, this episode will help you lay the right foundations.You Will Learn:Why redundancy can be a powerful catalyst for starting your own practice.The essential legal and regulatory steps to set up a bookkeeping business.The mindset shift from employee to business owner.Why pricing by the hour is outdated—and what to do instead.How to build confidence, even when you're feeling uncertain.The importance of identifying your ideal client early on.00:00 - Intro: How to Start a Virtual Bookkeeping Practice 00:17 - Starting a Business After Redundancy 07:29 - Step-by-Step: Setting Up a Bookkeeping Business 12:04 - Do You Need a Solicitor for Contracts? 14:01 - Ideal Clients and Choosing Your Services 15:54 - Pricing Lessons from Bridesmaids' Dress Alterations 18:59 - The True Value of Your Time at Work 22:49 - What’s the Minimum You Should Charge as a Bookkeeper? 26:07 - Why Hourly Rates Hold You Back ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this candid episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman reflect on their journey of recording 300 episodes and the evolution of their business and podcasting space. From recording in garages and spare rooms to stepping into a studio, they explore what it means to give yourself permission to grow, invest in yourself, and up-level without guilt. They also discuss the importance of visibility, personal development, and the often-unspoken struggles faced by women in business, particularly bookkeepers.Jo and Zoe share personal stories, mindset shifts, and practical insights about overcoming imposter syndrome, measuring ROI on personal investments, and the significance of fun and authenticity in business. They also introduce a new direction for the podcast that includes more community involvement and storytelling.What Listeners Will LearnWhy it’s important to give yourself permission to invest in your growth.How mindset affects personal development and business visibility.The real return on investment in personal and professional up-levelling.How to navigate guilt when stepping outside of your comfort zone.Why authenticity and fun are essential for long-term business success.How Jo and Zoe plan to include the community in future podcast episodes.Timestamps0:00 – Introduction and studio setup1:20 – Why up-levelling can feel uncomfortable3:30 – Permission and worthiness as bookkeepers5:00 – The hidden costs and returns of investing in yourself6:40 – Evolving podcast dynamics and energy8:00 – Personal growth and relationship development9:00 – Gamifying business visibility (LinkedIn example)10:00 – Comparison, imposter syndrome, and community perception11:20 – Creating content that resonates with your audience12:40 – The story behind recording their audiobook14:30 – Supporting others through business transformation15:30 – Inviting the community into the podcast16:30 – Introducing the idea of bookkeeping agony aunts17:30 – Sharing stories and opening up the conversation18:20 – Final thoughts and how to get involvedIf you’ve ever felt like you’re not “allowed” to take the next step in your business, this episode is your sign to give yourself permission. Reflect on where you can up-level without guilt and know that growth doesn’t need external validation.📧 Got a story, question, or dilemma to share? Email us at hello@6figurebookkeeper.com with “Podcast” in the subject line — we’d love to include your experiences in future episodes!🎧 Subscribe to The Bookkeepers' Podcast, leave a review, and share the show with your fellow bookkeepers.----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, Jo and Zoe are joined by financial planner Bella Clark to explore how bookkeepers can evolve into trusted business partners for their clients by building relationships with financial advisors. Bella shares her journey from a recruitment career in Canary Wharf to becoming a financial planner, offering holistic financial advice to business owners, especially women.Together, they discuss the misconceptions around financial knowledge in the bookkeeping industry, the emotional barriers to financial planning, and practical steps bookkeepers can take to deepen their client relationships. Bella also shares personal anecdotes and client stories that highlight the transformational impact of understanding both business and personal finances.This episode is packed with insight into how bookkeepers can add value, build confidence in financial conversations, and create a supportive network that helps clients prepare for both the expected and the unexpected.🎯 What You Will LearnHow bookkeepers can collaborate with financial planners to support clients holisticallyWhy understanding both business and personal finances is essential for long-term planningKey financial protections self-employed business owners often overlookThe emotional side of money and how to create safe, judgement-free financial conversationsThe importance of regular client check-ins and fact-finding as a service standardPractical steps to identify when a client might benefit from financial adviceThe impact of pensions, children’s savings, and future-focused planningHow to become “the expert who knows the experts” by building a referral network----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman go behind the scenes of building bookkeeping businesses as new mums, sharing honest reflections on parenting, burnout, and self-employment.Recorded live at the Festival of Accounting and Bookkeeping, this TMI-style episode peels back the curtain on juggling VAT returns while breastfeeding, feelings of imposter syndrome despite having qualifications, and the emotional and physical toll of trying to “do it all”.Jo shares the early days of her career, including attending accountancy college around full time work, setting up her business, and losing her confidence after a difficult personal loss. Zoe talks about starting out without experience in practice and how lack of confidence led her to re-take qualifications she already had.This heartwarming, sometimes hilarious, and deeply relatable episode shows the reality of running a business around family life—and why prioritising yourself can lead to better outcomes for everyone.What Listeners Will Learn:The real challenges of growing a business while parenting young childrenHow imposter syndrome shows up, even with multiple qualificationsWhy confidence is critical to marketing, pricing, and growthThe benefits of subcontracting early on in your bookkeeping careerHow sharing your story and being honest can build deeper connectionsThe importance of building a business around your values and ideal clientsSigns of burnout and why putting yourself first helps everyone else too----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
The Bookkeepers' Podcast: To Do Lists and Strip ClubsLive at the Festival of Accounting and BookkeepingIn this special live-recorded episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman take the stage at Day Two of the Festival of Accounting and Bookkeeping (FAB) to talk all things event planning, productivity, and how not to end up in a strip club. Sharing personal stories, hard-earned lessons, and plenty of laughs, Jo and Zoe offer their top tips for getting the most out of professional events — from travel logistics and mental load to safety, networking, and using events for marketing.Listeners are encouraged to think intentionally about what they want to achieve from attending an event, how to look after themselves while there, and how to follow up strategically when they get home. Whether you’re a seasoned conference-goer or prepping for your first industry event, this episode is packed with practical advice — and a few cautionary tales.🎧 You Will Learn:How to prepare for a conference to reduce overwhelm and decision fatigue.Why treating yourself like your own butler can be a game changer.What to prioritise during an event: speakers, software demos, and networking.The power of writing “to-do’s” instead of just taking notes.How to use events to generate social media content and demonstrate credibility.Tips for staying safe and looking after your well-being while attending conferences.Why scheduling follow-up time post-event is essential for real ROI.----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. Find out about working with us at: 6figurebookkeeper.com ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 ----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
This isn’t your typical episode of The Bookkeepers’ Podcast – we recorded it live in front of an audience at the Festival of Accounting and Bookkeeping… and got very real about money baggage, growing up, glow-ups, and the awkward stories that shape how we show up in business.If you've ever: ✅ Felt weird about charging what you're worth✅ Made financial decisions based on fear or old beliefs✅ Thought someone rich must be a drug dealer (yep, we said it 😅)...you are absolutely going to feel seen in this episode.🎙 In this episode:👉 How childhood experiences shape our relationship with money👉 The awkward money moments we’ve had as partners👉 Why bookkeepers struggle to charge properly (hint: it’s not about pricing)👉 Hilarious stories about bad earrings, frozen credit cards, and Target bags👉 Why your money mindset may be silently holding you back💥 We also share real listener stories of undercharging, overgiving, and finally finding the confidence to turn it all around.💡 Resources We talked about a few tools, platforms, and brands in this episode—here’s a handy list so you can check them out for yourself. Some of these are affiliate links, which means if you decide to sign up, we might earn a small thank you (at no extra cost to you!). We only recommend things we genuinely use and love.🧾 Software / Tools MentionedXero – Sponsor of The Bookkeepers' Podcast: https://xero5440.partnerlinks.io/6figurebookkeeperGoCardless – For direct debit and payment automation https://https://gocardless.com/?utm=6figurebookkeeper Stripe – For payment processing and fees https://stripe.com/gb?utm=6figurebookkeeperApron – New expenses card for business https://eu1.hubs.ly/H0g1sgB0Adfin – For payment automation https://www.adfin.com/?utm=6figurebookkeeper✨ Want more support?Join us inside The Bookkeepers’ Bootcamp and get the confidence, community and strategies you need to grow a practice you LOVE.👉 www.6figurebookkeeper.com/collective🎥 Watch on YouTube & Subscribe!----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper----------------------------------------------- PromotionThis video contains paid promotion.----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman explore one of the most frequently asked questions in their community: how do you get bookkeeping work experience when no one will give you a chance without it? They introduce Hey Monika, their brand-new AI-powered software designed to help bookkeepers gain realistic, practical experience – no clients required.Jo and Zoe share the journey that led them to develop Hey Monika, from recognising the challenges within their 6 Figure Bookkeepers’ Club community to co-creating a completely new kind of solution. They explain how the tool works, how users can benefit from practical, scenario-based training, and why it's already proving to be a game-changer for everyone from complete beginners to experienced professionals looking to build confidence in new areas.You’ll also hear the behind-the-scenes of building a tech product from scratch, the value of community-driven development, and why Hey Monika is much more than just a training platform – it's a mentor, a practice hub, and a safe space to learn.What Listeners Will Learn:Why work experience is a universal challenge for bookkeepers at all stagesHow Hey Monika simulates real client interactions in a safe, AI-powered spaceWhat makes this tool unique from traditional CPD and training programmesThe power of community in product developmentHow Jo and Zoe balanced building software while running the 6 Figure BookkeeperWhat to expect from future scenarios and how to get involved as a founding userTry Hey MonikaWant hands-on, practical bookkeeping experience without real-life clients? Join the waitlist for Hey Monika, our AI-powered work experience platform for bookkeepers. Learn more and sign up: heymonika.comAbout our SponsorThis episode is sponsored by Xero. Learn more about their new partner programme at: xero.com/uk/?utm_source=6fbDisclaimerThe information in The Bookkeepers' Podcast is for informational purposes only and is not intended as advice. Please seek professional advice before acting on any content from this podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on this content.
In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Nicola Roke, Founder and Director of Danton HR, a commercially-minded HR firm for SMEs. Nicola has recently expanded the business with training programmes, an Edinburgh franchise, and increasing the Danton team. Nicola has been running the family business for 7 years with her husband, Duncan, joining as Director to head the training arm.Nicola shares practical advice on how bookkeepers and small business owners can manage people with confidence. From getting contracts in place to building a great culture, Nicola takes the fear out of hiring and helps you avoid common HR pitfalls.We chat about:✅ When it’s the right time to hire✅ The first steps to take when you’re ready to build a team✅ How to handle tricky conversations and staff issues✅ HR essentials every small business needs to know✅ How to create a great place to work as you grow your businessIf you’re ready to grow and want to get hiring right from day one, don’t miss this episode!🔗 Connect with Nicola here:https://www.linkedin.com/in/nicolaroke/ 🙌 Connect with Jo and Zoe on Instagram @6figurebookkeeperDisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Ilya Radzinsky, CPO and Founder of TaxDome, the all-in-one platform designed to help bookkeepers and accountants simplify, automate, and grow their practices.If you’re tired of juggling different software tools, chasing clients for paperwork, or feeling buried in admin, this conversation will show you a better way. Ilya shares how TaxDome brings everything together in one powerful platform—making it easier for bookkeepers to manage their workflow, get paid faster, and scale their businesses.We talk about:✅ Why automation is key to growing a profitable bookkeeping business✅ How to simplify client communication and document collection✅ The must-have tools inside TaxDome for bookkeepers and accountants✅ How to systemise your processes and save hours every week✅ Why using an all-in-one platform can reduce overwhelm and increase profitWhether you’re just starting out or ready to scale, this episode is packed with practical advice on how to work smarter—not harder!🔗 Book a free demo with TaxDome at https://taxdome.as.me/schedule/376f24e7🙌 Connect with Jo and Zoe on Instagram @6figurebookkeeperPlease note AI helped us to write these show notes.----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. Find out about working with us at: 6figurebookkeeper.com ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 ----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, Zoe Whitman is joined once again by Osmaan Sharif, business coach and mindset expert. If you’ve ever felt stuck in self-doubt or struggled to take the next big step in your business, this conversation is for you.Osmaan shares powerful strategies to help bookkeepers and accountants shift their mindset, overcome imposter syndrome, and build businesses they love. Expect practical tips and mindset hacks that will boost your confidence and help you take consistent action.We chat about:✅ Why mindset is the key to business success✅ How to overcome fear and self-doubt✅ The habits successful bookkeepers use to stay motivated✅ How to get clear on your goals and make them happen✅ Practical ways to step into your CEO role with confidenceIf you’re ready to stop playing small and start believing in what’s possible, this episode will leave you feeling inspired and ready for action!Work with us:💡 Join THE BOOKKEEPERS' COLLECTIVE for full access to:✔ CPD Accredited Training on Practice Foundations & Business Growth✔ Pricing & Passive Income Training✔ Marketing & Personal Brand Training✔ Sales & Client Attraction Strategies✔ Expert Guidance on Legal, Insurance, Financial Planning & More✔ 14+ Hours of Live Sessions Per Month🔗 Sign up today: 6FIGUREBOOKKEEPER.THINKIFIC.COMAbout Our SponsorThis episode is sponsored by Xero. Find out more about their New Partner Programme:🔗 https://xero5440.partnerlinks.io/6figure-offerSubscribe & Stay Connected🔔 Follow The Bookkeepers’ Podcast for weekly episodes!⭐ Leave a review to help more bookkeepers find us.📲 Join the conversation in our free Facebook group: The 6 Figure Bookkeepers' Club🎧 Listen on Spotify | Apple Podcasts | YouTube👉 See you next week!DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, Zoe Whitman chats with Max Tapsall from Mimo—an exciting money in, money out solution that’s helping bookkeepers get paid faster and manage client payments with ease.If you’ve ever found yourself chasing invoices or struggling to keep on top of who’s paid and who hasn’t, this episode is for you. Max explains how Mimo simplifies the payment process, giving you time back to focus on growing your business (and spending less time on admin!).We cover:✅ How Mimo helps bookkeepers and accountants streamline payments✅ The benefits of offering easy payment options to clients✅ How Mimo improves cash flow and reduces awkward payment conversations✅ Why getting paid on time is key to a stress-free businessWhether you’re just starting out or scaling up, this is a must-listen if you want to make your payment processes smoother and get paid on time, every time.🔗 Find out more about Mimo here: https://www.mimohq.com/?utm_source=6figurebookkeeper🙌 Connect with Max Tapsall on LinkedIn: https://www.linkedin.com/in/max-tapsall/----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. Find out about working with us at: 6figurebookkeeper.com ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 ----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Episode 314: Is it possible to have a virtual bookkeeping practice? by The 6 Figure Bookkeeper
In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Amelia McNamara, founder of Graceful Accounting and ambassador for The 6 Figure Bookkeeper. Amelia shares her inspiring journey from a corporate career to building a successful bookkeeping practice around her young family. With two young daughters and no family support for childcare, Amelia designed her business to fit her lifestyle, working Monday to Thursday during school hours. She candidly discusses the challenges and rewards of balancing ambition with family life.Amelia explains how her childhood experiences fuelled her drive and ambition and how she transitioned from a global corporate role to launching her own practice after realising corporate life no longer suited her family's needs. She also reveals how becoming certified in Profit First and as a Business Strategist inspired her to create the GRACE Framework, a system designed to help female founders achieve financial clarity and build sustainable businesses.Amelia's story resonates with anyone balancing business goals with family responsibilities. She highlights the importance of flexibility, strategic planning, and a values-driven approach to entrepreneurship.You Will Learn:How to balance ambitious business goals with young family demands.The importance of setting boundaries and designing a business that works around family life.How personal experiences and values can drive entrepreneurial ambition.The benefits of adopting the Profit First methodology for financial clarity.How the GRACE Framework supports female founders in building sustainable businesses.The importance of niching down and leveraging personal brand for business growth.Practical tips on building a flexible business model that adapts to changing family needs.Work with us:💡 Join THE BOOKKEEPERS' COLLECTIVE for full access to:✔ CPD Accredited Training on Practice Foundations & Business Growth✔ Pricing & Passive Income Training✔ Marketing & Personal Brand Training✔ Sales & Client Attraction Strategies✔ Expert Guidance on Legal, Insurance, Financial Planning & More✔ 14+ Hours of Live Sessions Per Month🔗 Sign up today: 6FIGUREBOOKKEEPER.THINKIFIC.COMAbout Our SponsorThis episode is sponsored by Xero. Find out more about their New Partner Programme:🔗 https://xero5440.partnerlinks.io/6figure-offerConnect with Amelia McNamara📍 Website: gracefulaccounting.ieSubscribe & Stay Connected🔔 Follow The Bookkeepers’ Podcast for weekly episodes!⭐ Leave a review to help more bookkeepers find us.📲 Join the conversation in our free Facebook group: The 6 Figure Bookkeepers' Club🎧 Listen on Spotify | Apple Podcasts | YouTube👉 See you next week!DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode, Zoe Whitman is joined by Chris James to discuss the challenges of visibility, imposter syndrome, and building a personal brand online. Chris shares his journey from being hesitant to post on LinkedIn to confidently showing up on video and building a thriving business using social media. He provides practical advice on overcoming the fear of judgment, using LinkedIn strategically, and creating content that attracts clients.You Will Learn:How to overcome the fear of visibility and imposter syndrome.Why repetition and practice are key to confidence.The importance of blocking out negative influences.How to use LinkedIn effectively to grow your audience.The role of personal branding in standing out as a bookkeeper.Why focusing on one social platform at a time is crucial.Work With Us🎯 Join THE BOOKKEEPERS' COLLECTIVE for full support, including:📌 CPD Accredited Training (Practice Foundations, Business Growth, Pricing, Marketing, and Sales)📌 Expert Guidance on Insurance, Financial Planning, and Confidence📌 14+ Hours of Live Sessions Every Month👉 Sign up today: 6FIGUREBOOKKEEPER.COMAbout Our SponsorThis episode is sponsored by Xero. Learn more about their partner programme:👉 Xero Partner Programme: https://xero5440.partnerlinks.io/6figure-offerConnect with Chris James📍 Follow Chris on LinkedIn for insights on visibility and content marketing: Chris James on LinkedIn📌 Check out his Offer and Messaging Workshop and book a spot: (Details on his LinkedIn featured section)DisclaimerThe information contained in The Bookkeepers' Podcast is for informational purposes only and does not constitute professional advice. Please seek appropriate guidance before making business decisions. The 6 Figure Bookkeeper Ltd disclaims all liability for actions taken based on podcast content.
In this episode, we’re joined by Mike Jones from Better Happy, who shares his insights into how business owners can create a thriving, systemised business without becoming trapped in constant overwhelm. Mike explains the predictable journey of business growth and why so many owners end up feeling stuck. He introduces the ‘four Fs’—fun, freedom, finance, and fulfilment—essential factors in designing a business that serves you rather than controls you.Mike also delves into the psychology behind business decision-making, discussing the ‘monk mindset’ and why being ‘sensibly selfish’ is crucial for success. This episode is packed with valuable insights for bookkeepers who want to build a business that works for them, rather than one they simply work in.What You Will Learn:The four predictable stages of business growth.How business owners fall into the ‘business owner trap’.Why systemisation is the key to long-term success.The importance of the ‘four Fs’ in designing a sustainable business.How to shift from ‘doing’ to leading in your business.The power of the ‘monk mindset’ in making better business decisions.Why being ‘sensibly selfish’ is essential for long-term happiness and success.📈 Join THE BOOKKEEPERS' COLLECTIVE and access our full range of programmes and live support for one simple monthly subscription.You'll gain:CPD Accredited Practice Foundations TrainingCPD Accredited Business Growth TrainingPricing & Passive Income StrategiesMarketing & Personal Branding TrainingSales Training & Confidence CoachingExpert Guidance on everything from financial planning to insurance14+ hours of live sessions each month👉 Sign up at 6FIGUREBOOKKEEPER.COMAbout Our SponsorThis episode is sponsored by Xero. Find out more about their New Partner Programme:🔗 https://xero5440.partnerlinks.io/6figure-offerConnect With Mike Jones:📖 Grab a copy of his book at Better Happy Business Club🎙️ Listen to his podcast: Escape the Business Owner Trap🔗 Learn more: betterhappybusinessclub.comDisclaimer:The information contained in The Bookkeepers' Podcast is for information purposes only and is not intended to amount to advice. Professional advice should be obtained before taking or refraining from taking any action as a result of the content. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on the contents of this podcast.AI helped us write this article.
In this episode of The Bookkeepers' Podcast, Zoe Whitman is joined by Max Whiteley from Dext to discuss Making Tax Digital for Income Tax (MTD for IT). With the rollout set for April 2026, many bookkeepers and accountants are still unsure about what it means for them and their clients. Max breaks down the key changes, what bookkeepers need to be doing now to prepare, and how technology like Dext Solo can make the process more efficient.The conversation also delves into pricing strategies for MTD, how to help clients transition smoothly, and why this is a huge opportunity for bookkeepers to position themselves as experts in the field.You Will Learn:✅ What MTD for IT means and who it applies to.✅ Key dates and deadlines to be aware of.✅ Why bookkeepers should start preparing now.✅ How to introduce Dext Solo to clients.✅ Why pricing correctly is essential to avoid undercharging.✅ How MTD can help bookkeepers provide more value to clients.✅ Strategies to position yourself as an MTD expert and win new business.Key Takeaways:MTD for IT is happening – The first mandated group (sole traders and landlords earning £50k+) must comply from April 2026.Quarterly submissions will replace annual tax returns – This means 5 filings per year instead of 1.Bookkeepers need to act now – The best time to start transitioning clients is before the 2025/26 tax year.Dext Solo is a cost-effective solution – At just £2.50 per client per month, it provides an easy way for clients to submit records in real time.Don’t undercharge for MTD – With more filings and client interactions, pricing must reflect the increased workload.MTD is a huge opportunity – Bookkeepers who educate clients and offer proactive support will stand out and win more business.Work With Us💡 Join THE BOOKKEEPERS' COLLECTIVE for full access to:✔ CPD Accredited Training on Practice Foundations & Business Growth✔ Pricing & Passive Income Training✔ Marketing & Personal Brand Training✔ Sales & Client Attraction Strategies✔ Expert Guidance on Legal, Insurance, Financial Planning & More✔ 14+ Hours of Live Sessions Per Month🔗 Sign up today: 6FIGUREBOOKKEEPER.THINKIFIC.COMAbout Our SponsorThis episode is sponsored by Xero. Find out more about their New Partner Programme:🔗 https://xero5440.partnerlinks.io/6figure-offerConnect with Max Whiteley & Dext📍 Follow Max on LinkedIn for more MTD insights.📍 Check out Dext Solo for a seamless MTD solution.Got questions? Contact Max Whiteley or visit Dext’s website for more details!Subscribe & Stay Connected🔔 Follow The Bookkeepers’ Podcast for weekly episodes!⭐ Leave a review to help more bookkeepers find us.📲 Join the conversation in our free Facebook group: The 6 Figure Bookkeepers' Club🎧 Listen on Spotify | Apple Podcasts | YouTube👉 See you next week!DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode, Jo and Zoe welcome leadership and mindset coach Stephen Lock, who shares his approach to redefining leadership for bookkeepers and business owners. Stephen describes his journey from corporate roles to coaching and explores how viewing leadership as a “social act” can empower bookkeepers to step into their own leadership roles with confidence.You Will Learn:How to view yourself as a leader, regardless of your background and experience. The concept of leadership as a social act and its benefits.Simple exercises for identifying personal values and strengths.Tips for building influence and trust with clients and colleagues.The value of self-awareness in leadership.Why heart-centred leadership is essential in today’s digital ageWork With UsJoin the FREE MEMBERSHIP: 6figurebookkeeper.club The Bookkeepers' CollectiveVisit: 6figurebookkeeper.comAbout Our SponsorThis episode is sponsored by Xero. Learn more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2DisclaimerThe information shared in The Bookkeepers' Podcast is for informational purposes only and not intended as advice. Please seek professional guidance before making any decisions based on the podcast content. The 6 Figure Bookkeeper Ltd disclaims all responsibility for reliance on this content.
In this episode of The Bookkeepers' Podcast, Zoe Whitman and Jo Wood are joined by Kate Powell from Kingston Bookkeeping. Kate shares her inspiring journey of growing her bookkeeping practice by pushing her comfort zone and embracing change. Kate talks about how she started her business in 2008, juggling work and family, and how her practice has evolved over time. She discusses the transition from working alone to managing a team, and the impact of technology on her processes. Kate also touches on the personal challenges she faced, such as her children growing up and leaving home, which led her to re-evaluate her business and pursue more ambitious goals.Kate explains the importance of saying "yes" to opportunities outside her comfort zone, such as speaking at industry events like the ICB Summit. She offers advice on building confidence, using technology effectively, and creating a gold-standard bookkeeping service. Kate's story demonstrates how stepping out of your comfort zone can lead to personal growth, business success, and greater fulfilment.You Will Learn:How to build and scale a bookkeeping practice.The benefits of moving from solo work to managing a team.The importance of using technology to streamline bookkeeping services.How pushing your comfort zone can lead to growth and new opportunities.Strategies for delivering a high-quality bookkeeping service.How to handle personal transitions while running a business.Work with Us:Join the FREE MEMBERSHIP and get access to:Free CommunityNiche TrainingChat GPT for Bookkeepers TrainingA Free Copy of The Bookkeeper RisesExclusive Discounts and Recommendations6FIGUREBOOKKEEPER.CLUBJoin THE BOOKKEEPERS' COLLECTIVE for live support and access to:Practice Foundations CPD Accredited TrainingBusiness Growth and Pricing TrainingMarketing and Sales TrainingExpert Guidance14+ hours of live sessions each month6FIGUREBOOKKEEPER.COMAbout our Sponsor:This episode is sponsored by Xero. Learn more at Xero's New Partner Programme.Disclaimer:The content in this podcast is for informational purposes only and is not intended to be advice. Always seek professional guidance before taking action based on the content. The 6 Figure Bookkeeper Ltd disclaims all liability for reliance on this podcast's information.
In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman shared their behind the scenes view of attending the Accounting Excellence Awards, sharing how bookkeepers can confidently enter and excel in award submissions. They also reflect on the growth and representation of bookkeepers within the accounting profession, particularly the strides made by members of their community at the awards.Jo and Zoe share their view on what makes a winning award entry, addressing common misconceptions about qualifications and worthiness for awards. They also highlight the importance of personal branding and leveraging award opportunities for business growth and marketing.Listeners will gain a deeper understanding of the value awards bring, not just as recognition but as a tool to assess progress, boost confidence, and market themselves more effectively.You Will Learn:- What to expect when attending the Accounting Excellence Awards.- How to write a compelling award entry that stands out.- Common mistakes to avoid in award submissions.- The role of personal branding in winning awards and growing your business.- Why entering awards can serve as a vital reflection point in your business journey.- How to balance the investment in attending events with the long-term marketing benefits.WORK WITH USJoin the FREE MEMBERSHIP and get access to:Free CommunityNiche TrainingChat GPT for Bookkeepers TrainingA Free Copy of The Bookkeeper RisesExclusive Discounts and Recommendations6FIGUREBOOKKEEPER.CLUBJoin THE BOOKKEEPERS' COLLECTIVE and access our full range of programmes and live support for one simple monthly subscription. You'll access:Practice Foundations CPD Accredited TrainingCPD Accredited Business Growth TrainingPricing Training including Passive Income TrainingMarketing Training including Personal Brand TrainingSales TrainingExpert Guidance covering everything from insurance to financial planning to confidence14+ hours of live sessions each month6FIGUREBOOKKEEPER.COMAbout our Sponsor:This episode is sponsored by Xero. Find out more at: Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 .DisclaimerThe information contained in The Bookkeepers' Podcast is for information purposes only and is not intended to amount to advice. Professional advice should be obtained before taking or refraining from taking any action as a result of the content. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on the contents of this podcast.
In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Grace Hardy, founder of Hardy Accounting, who shares her journey of building her accounting practice using TikTok. Grace started her business straight after completing her accounting apprenticeship. She discusses how social media, particularly TikTok, has allowed her to build her client base and visibility, despite initial fears of being taken seriously as a young entrepreneur. Grace explains how bookkeepers can use TikTok and how its algorithm allows content to reach a wider audience compared to platforms like Instagram. She shares her experience of creating her first TikTok post and how her content strategy has gained traction. Grace encourages listeners to focus on consistency and authenticity when building their personal brand.Grace also discusses the broader impact of her social media presence, which has led to business growth and speaking opportunities. She also introduces her own podcast, The Unconventional Podcast, where she interviews guests who have taken non-traditional paths in business.You Will Learn:- How TikTok can be a powerful tool for bookkeepers and accountants.- The importance of personal branding and building client trust.- Practical tips for creating consistent content on TikTok.- How to identify and address client pain points through social media.- Balancing business responsibilities with social media marketing.- The broader benefits of visibilityWORK WITH US Join the FREE MEMBERSHIP and get access to:- Free Community- Niche Training- Chat GPT for Bookkeepers Training- A Free Copy of The Bookkeeper Rises - Exclusive Discounts and Recommendations 6FIGUREBOOKKEEPER.CLUBJoin THE BOOKKEEPERS' COLLECTIVE and access our full range of programmes and live support for one simple monthly subscription. You'll access:- Practice Foundations CPD Accredited Training- CPD Accredited Business Growth Training- Pricing Training include Passive Income Training- Marketing Training including Personal Brand Training- Sales Training- Expert Guidance covering everything from insurance to financial planning to confidence - 14+ hours of live sessions each month 6FIGUREBOOKKEEPER.COMAbout our Sponsor:This episode is sponsored by Xero. Find out more at: Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 .Disclaimer:The information contained in The Bookkeepers' Podcast is for informational purposes only and does not amount to professional advice. Always seek advice from a qualified professional before taking or refraining from any action based on the content of this podcast. The 6 Figure Bookkeeper Ltd disclaims all liability for any reliance placed on the contents of this podcast.
In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman sit down with Hayley Broomfield, founder of HB Accounting. Hayley shares her journey of building a successful bookkeeping practice while balancing the demands of motherhood. She discusses her initial struggles with hourly pricing, the transformation of her business after joining the 6 Figure Bookkeeper Success Programme, and how she doubled her turnover by repricing her clients. Hayley also explores the shift from traditional bookkeeping to offering advisory services, her venture into passive income through online courses, and her efforts to grow an audience on social media.Hayley emphasises the importance of community, sharing how being part of a supportive group gave her the confidence to reprice her services and move into advisory work. She also shares practical tips on creating a passive income stream through lead magnets, growing an online community, and the power of consistency in marketing.You Will Learn:How to transition from hourly billing to value-based pricing.The benefits of advisory services for both clients and bookkeepers.How to balance business growth with family life.Tips for creating passive income and scaling a bookkeeping practice.The role of consistency in building a social media presence.The importance of community and support when growing a business.Work With Us:Join the FREE MEMBERSHIP and get access to:Free CommunityNiche TrainingChat GPT for Bookkeepers TrainingA Free Copy of The Bookkeeper RisesExclusive Discounts and Recommendations6FIGUREBOOKKEEPER.CLUBJoin THE BOOKKEEPERS' COLLECTIVE and access our full range of programmes and live support for one simple monthly subscription. You'll get:Practice Foundations CPD Accredited TrainingCPD Accredited Business Growth TrainingPricing Training, including Passive Income TrainingMarketing Training, including Personal Brand TrainingSales TrainingExpert Guidance covering everything from insurance to financial planning14+ hours of live sessions each month6FIGUREBOOKKEEPER.COMAbout our Sponsor:This episode is sponsored by Xero. Find out more at: Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 .Disclaimer:The information contained in The Bookkeepers' Podcast is for informational purposes only and does not amount to professional advice. Always seek advice from a qualified professional before taking or refraining from any action based on the content of this podcast. The 6 Figure Bookkeeper Ltd disclaims all liability for any reliance placed on the contents of this podcast.
Today on The Bookkeepers' Podcast, Jo and Zoe will be be joined by James Webb.With 20 years experience in Financial Services ranging from Start ups to corporate Banks, James has a real understanding of what customers need and creating value relationships. The last 5 years have seen him create leading partnerships including national companies where a real mutual benefit is formed. Over the last 2 years, James has taken Pulse to market and been a key figure in the growth of both partnerships and SME’s benefitting from the insights that Pulse has provided.What Listeners Will Learn:How bookkeepers can use data to provide more value to their clientsThe benefits of setting goals and tracking financial progress with clientsPractical steps to begin offering advisory servicesKey features of Pulse and how it helps bookkeepers spot business trendsVisit the Pulse website to learn more or book a demo. Listeners are also encouraged to subscribe to the podcast, leave a review, and share it with other bookkeepers looking to expand their services. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, Jo and Zoe are joined by Jasper Steinhausen, founder and CEO of Business with Impact. Jasper is a leading business consultant who helps SMEs in the manufacturing space achieve profitability through sustainability. He has worked with over 100 companies, guiding them through green transformations that not only benefit the environment but also boost business results. Jo, Zoe, and Jasper dive deep into the importance of building a business with purpose and how aligning business goals with a meaningful impact can lead to success and fulfillment.Throughout the episode, Jasper explains how businesses can connect their operations with a higher purpose, creating lasting impact both internally and externally. Jo and Zoe also reflect on their own business journey, sharing how Jasper helped them discover their deeper purpose and how it has influenced their approach to The Bookkeepers’ Podcast.Be sure to check out Jasper’s website www.bwimpact.com/moreimpact for a free chapter of his book and other valuable resources. Don’t forget to subscribe to The Bookkeepers' Podcast, leave a review, and share this episode with other business owners and bookkeepers looking to build purpose-driven businesses!-Find out your next step in bookkeeping. https://bookkeeperssupport.com -About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. -About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-...-Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or
In this episode of The Bookkeepers' Podcast, titled "How to Finish Off 2024 in a Strong Position," hosts Jo Wood and Zoe Whitman dive into strategies for making the most of the final quarter of 2024. The episode begins with the hosts catching up after a summer break, reflecting on the back-to-school feeling that September brings, and how it spurs a rush to get back on track with goals.The main theme of the episode is about the importance of reflection. Jo and Zoe encourage listeners to look back at the year so far, celebrating both small and large achievements, and identifying areas that could be improved. They note how many people struggle with celebrating their wins, often focusing only on what they didn’t accomplish. By taking time to acknowledge what has gone well, bookkeepers can build confidence and momentum.The conversation then shifts to balancing work and personal life, with Jo sharing her personal experience of achieving a better balance this past summer. She explains how being fully present in both work and family time helped her feel more satisfied in both areas. This leads to a discussion on how underpricing in business can lead to overwork, stress, and imbalance. They advise listeners to review their pricing strategies, as proper pricing can support not only business growth but also personal well-being.As the episode progresses, Jo and Zoe discuss what bookkeepers can do to finish the year strong. They recommend setting realistic goals for the final quarter and adjusting expectations to reduce overwhelm. Zoe shares a creative exercise from a business coach, which involved visualising future goals by focusing on key life areas like money, health, and relationships. This softer, reflective approach helps to reduce the stress of rigid goal setting and opens up a more flexible, intuitive way of planning.Finally, the hosts introduce their upcoming Sofa Sessions, scheduled for the 23rd of September, where they will be joined by special guests to discuss business growth and personal development. On the 24th of September, they will be offering one-on-one sessions to provide personalised advice for listeners' businesses.The episode wraps up with an emphasis on reflection, realistic goal setting, and the value of small, sustainable changes as listeners move into the final months of the year.Find out your next step in bookkeeping. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-...----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
What if we told you that leadership isn’t just for CEOs or large teams? Even if you're a solo bookkeeper, understanding and applying leadership principles can profoundly impact your business. In this episode of The Bookkeepers' Podcast, Zoe Whitman dives deep into the subject of leadership with a special guest, Olly Whitman, the founder of Laterally. We discussed1. The Connection Between Creativity and Leadership Olly explains that creativity isn’t just about artistic skills—it's about problem-solving and asking the right questions. In the bookkeeping world, creativity can help you find innovative solutions to client challenges and streamline processes. Leadership plays a role in nurturing this creativity, enabling you to think outside the box and bring fresh ideas to the table.2. The Importance of Time Management in Leadership Leadership isn’t just about leading others; it’s about leading yourself. Olly emphasises the importance of understanding how you work best and scheduling your day accordingly. Whether it's deep work like analysing financial data or engaging in shallow work like emails, knowing when you’re most productive can significantly enhance your efficiency.3. Meetings: A Necessary Evil or an Opportunity? Meetings can often feel like a waste of time, but Olly provides strategies to make them more effective. He suggests treating meetings like ticketed events where attendees must prepare in advance. This approach ensures that everyone comes prepared, making the meeting more focused and productive. For bookkeepers, this could mean clearer client meetings with actionable outcomes, reducing the need for unnecessary follow-ups.4. Leadership in Small Teams or Solo Practices Even if you’re a one-person business, leadership is essential. It starts with self-awareness—understanding your strengths, weaknesses, and working preferences. By doing so, you can optimise your workflow and set yourself up for success. Olly also highlights the importance of empathy and respect in small teams, which can lead to better collaboration and more innovative solutions.About Olly Whitman and LaterallyOlly Whitman is the founder of Laterally, a leadership coaching company that takes a creative approach to problem-solving and team collaboration. With a 20-year career in the creative industry, Olly has worked with a wide range of businesses, from global corporations to small local enterprises. His unique perspective on leadership, drawn from his experience as a creative director, offers valuable insights for professionals in all fields, including bookkeeping.Olly’s new podcast, "Get to Work," promises to be a valuable resource for anyone interested in enhancing their leadership skills and understanding the modern workplace's dynamics.----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-...----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast
Let’s face it: marketing as a bookkeeper can be daunting, especially when the word “copywriting” comes into play. But what if we told you that mastering the art of copywriting could transform how you connect with potential clients and grow your business? In this episode of The Bookkeepers' Podcast, we’re joined by Vicki Handley, a copywriting strategist who’s here to share her top tips on how bookkeepers can use copywriting to effectively market their services. Whether you’re a numbers person or not, Vicky’s insights will show you how to make your words work just as hard as your bookkeeping skills.Why This Topic is ImportantIn today’s digital world, the ability to communicate your value online is crucial. For bookkeepers, who often see themselves as “numbers people,” the idea of crafting compelling copy might feel out of reach. However, as Vicki explains, copywriting is an essential tool in every business owner's toolkit, helping to inspire action, build relationships, and ultimately convert prospects into clients. By understanding and implementing effective copywriting strategies, bookkeepers can position themselves more powerfully in the market and attract their ideal clients.What Bookkeepers Can Learn from This EpisodeDemystifying Copywriting: Vicky breaks down what copywriting is in simple terms—writing that sells by inspiring action. Whether it's getting someone to book a call or sign up for a newsletter, copywriting is all about persuading your audience.The Importance of Copy Across Your Business: From social media posts to website content and onboarding materials, Vicky emphasizes that copywriting plays a role in every aspect of your business. It’s not just about the “buy now” buttons but about building a connection and guiding your clients through their journey.Finding Your Voice: Many bookkeepers may feel uncomfortable with the idea of selling, but Vicki highlights how copy can do the heavy lifting. By sharing your values, personality, and expertise, you can create a warm introduction that makes potential clients feel like they already know and trust you.Six Copywriting Lenses: Vicki shares her six essential lenses for creating a well-rounded personal brand: People, Process, Practical Information, Proof, Personality, and Purpose. These lenses help ensure that your messaging is clear, consistent, and attracts the right clients while repelling the wrong ones.About the TopicCopywriting isn’t just about flashy headlines or aggressive sales tactics; it’s about communicating your value and connecting with your audience in a meaningful way. For bookkeepers, this means translating your expertise in numbers into words that resonate with potential clients. Vicky Hanley’s approach focuses on authenticity and building trust, ensuring that your copy reflects who you are and what you stand for.About the GuestVicki Handley is a copywriting strategist and the head of client success at Content to Clients. She has her own copywriting program designed specifically for service-based business owners called "Think Write Sell." Vicki is passionate about helping entrepreneurs sell themselves online without feeling pushy or uncomfortable, making her a perfect guest to guide bookkeepers through the sometimes intimidating world of copywriting.About Jo and ZoeJo Wood and Zoe Whitman are the duo behind The Bookkeepers' Podcast, where they share insights, tips, and advice for bookkeepers looking to build and grow their businesses. With years of experience and a genuine passion for supporting the bookkeeping community, Jo and Zoe offer practical guidance that bookkeepers can apply to their everyday practices. If you enjoyed this episode, be sure to subscribe to the podcast and leave a review to let Jo and Zoe know what you think!
In this episode of The Bookkeepers' Podcast, we speak to Dara Ladjevardian about how you can leverage a digital clone to scale your availability for new and current clients. Dara was born in Houston, TX. He studied Physics & Computer Science at Georgetown, after which he moved to San Francisco to work at C3 AI. He then started and sold his first company, Friday, an AI assistant for shopping, after which he moved to Miami to work as a software engineer at OpenStore. He is now the cofounder & CEO of Delphi, a digital cloning platform for experts.We discuss Digital cloning, AI, education, customer satisfaction and whether we should be afraid of AI.----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, Zoe Whitman and Jo Words discuss how to start a virtual bookkeeping practice from home. They share their personal experiences and provide valuable insights for aspiring virtual bookkeepers, covering topics such as setting up a home office, leveraging technology, and building a client base.This episode is a must-listen for anyone interested in becoming a virtual bookkeeper and running a flexible, home-based business. Zoe and Jo offer practical advice and strategies for creating a successful virtual bookkeeping practice, addressing common challenges and providing actionable steps to get started.Key Points:Decide on the type of clients you want to work with and how you'll operate your virtual practiceInvest in reliable technology, including high-speed internet and secure softwareCreate a dedicated workspace in your home to maintain a separation between work and personal lifeLeverage online networking and industry events to build your client baseKeywords:virtual bookkeeper, home-based bookkeeping, remote bookkeeping, flexible bookkeeping, online bookkeeping, digital bookkeeping, paperless bookkeepingCall to Action:If you're interested in starting a virtual bookkeeping practice from home, be sure to check out the 6 Figure Bookkeeper Startup Program. With a special offer of £300 in bonuses for those who sign up by July 31st, this program can provide you with the knowledge and support you need to launch your successful virtual bookkeeping business.
This week on The Bookkeepers' Podcast, we spoke to Sam Conniff, author of Be More Pirate and Creator of Uncertainty Experts. Sam is an expert in uncertainty and dedicated to helping people navigate change and turn fear into opportunity. Sam’s mission is to equip people with the tools needed to not just thrive in an uncertain society, but to drive innovation, seize opportunities and lead others to become Uncertainty Experts themselves. Sam is the author of the international best-seller and "modern life-bible" Be More Pirate.He was Co-Founder of Livity, the multi-award-winning social enterprise and youth-led creative Network, Co-founder of Digify Africa, and Co-Founder of Don’t panic, the original activist and Bafta-winning content studio. Sam has won Entrepreneur of the year, Agency of the Year, The QueensAward and many others.Sam Conniff discusses how embracing pirate-like qualities can enable change and growth. He argues that unspoken rules and personal biases often hold people back, and that pirates represent a fascinating set of role models for today's society.The conversation explores the changing nature of work, with a focus on the desire for flexibility and freedom. Zoe and Jo share their experiences as entrepreneurs and discuss the impact of the pandemic on traditional industries.The speakers discuss the human struggle with uncertainty, and how embracing uncertainty can be liberating. They explore techniques for overcoming fear responses and building confidence in uncertain environments.The episode covers how the brain processes uncertainty and makes predictions, and how tools like vision boards can help prime the brain for growth and success. The speakers also share advice from a former smuggler on managing uncertainty.Overall, the episode provides insights on challenging limiting beliefs, embracing change, and developing strategies to navigate uncertainty in both personal and professional contexts.----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com
Today on The Bookkeepers' Podcast, Jo and Zoe will be be joined Meera Shah.Meera comes from a very high level banking background, running Finance, Technology and Business change Programmes and Projects. She is a qualified accountant, and got into the world of change by running finance projects.Meera was born and brought up in Kenya, and when she was young, she was academically very bright but also very shy and lacked confidence. She grew up in a joint Indian family in Kenya - her dad was one of 11 siblings – so she had to be pretty loud and out-spoken to be heard, even more so as a female. Having low self-worth in this environment was not easy for her! Through personal development Meera overcame this and she moved to London where she landed a job at Goldman Sachs. Lets just say, she quickly learnt to speak up and get empowered!They will be talking about how to build confidence and speak up.You can connect with Meera here:W: https://unlimitedtransformations.comF: https://www.facebook.com/TheMeeraShah/I: meerashahunlimitedL: https://www.linkedin.com/in/meerashahunlimited/
In this session, we spoke to Kanayo of Sinnergy about how bots can help bookkeepers leverage their time. Watch the replay here. Register to join the sessions live, here: Bookkeepersevents.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- Support Find out what the right next step in bookkeeping is for you. Free calls and books. bookkeeperssupport.com ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 ----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this session, we're speaking to Nic Lonsdale about building her bookkeeping practice, Ginger Bucks. ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- Support Find out what the right next step in bookkeeping is for you. Free calls and books. bookkeeperssupport.com ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 ----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
How bookkeepers can use AI in their practices for their clients and for business management. ----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Join us for this conversation with Deb Halliday about how she's using a bot in her practice to add more value to her clients. ----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this podcast we discussed how to utilise a bot in your business to leverage your time, increase efficiency and create more time to support your clients. Emma James is building Otto to use in her practice. Join the waitlist here: otto.app ----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Join us for this session with Chantelle Davison and Tom Stanhope to discuss how we can prepare for a future with more AI. ----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
This week on the Bookkeepers Podcast, Jo Wood and Zoe Whitman speak with Natasha Britton about earning more while working less. Natasha, who transitioned from the beauty industry to online business mentoring, shares her insights and experiences. Together, they explore strategies for optimizing business practices to increase revenue and reduce workload.Key Discussion Points:Natasha Britton's journey from the beauty industry to online business mentoring.How Natasha helped a client increase their business revenue by $50,000 using her unique methods.The importance of demonstrating the value of bookkeeping services to clients.Challenges female business owners face in pricing their services and recognizing their expertise.The significance of data-driven decision-making in pricing and understanding business numbers.Benefits of niching down in service-based businesses, particularly in bookkeeping and the beauty industry.The role of mindset, habits, strategy, systems, and tracking in business growth.Tips for personal development and its impact on business success.Effective pricing strategies for bookkeepers and the importance of analyzing profit margins.Utilizing KPIs (Key Performance Indicators) to track sales, overheads, and profit margins for informed business decisions.----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
This week on The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are speaking to Caroline Hobden, the portfolio director of Accountex, about the upcoming Accountex event in London. They discuss the significance of the event for bookkeepers, the exciting features attendees can look forward to, and tips on how to make the most of the experience.Key Discussion PointsImportance of Community for Bookkeepers: Caroline emphasizes the sense of community at Accountex and its value for networking and professional growth.Dedicated Bookkeeping Program: The event will feature a dedicated theatre and workshops specifically for bookkeepers, providing tailored content and networking opportunities.Relaxation and Wellness Activities: Attendees can enjoy relaxation areas, a mindfulness doodle wall, and a wellness retreat to manage stress during the conference.Managing Sensory Overload: Zoe and Caroline discuss the importance of taking breaks and planning ahead to avoid sensory overload and stay focused on personal goals.Maximizing Software Use and Automation: Insights on leveraging software for efficiency, automation in bookkeeping, and integration tips for small business owners.Sessions on Pricing Strategy and Selling Practices: Jo and Zoe will lead sessions on pricing strategy and selling a bookkeeping practice, sharing their expertise and practical advice.New Automation Station: The event will feature an automation station run by experts, providing advice on implementing automation in bookkeeping practices.Accessibility Features: Sign language interpretation will be available for some sessions, and all sessions will be recorded and accessible to delegates after the event.Sustainability Initiatives: Discussions on reducing the environmental impact of the conference, including digital book giveaways, tree planting for attendees, and recyclable materials for signage and carpets.Event Preparations and Tips: Community members share their excitement, preparations, and practical tips such as wearing comfortable clothing and footwear for the event.----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-...----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Jo and Zoe will be joined by Chris Rabbitt and Simon Glenn from Meeow to talk about how you can get started with networking
In our latest podcast episode, we discuss being an introverted business owner with Fifi Mason, a personal brand and visibility coach who's mastered the art of balancing introversion with business. Fifi, an introvert at heart, is passionate about helping fellow introverted coaches and impact-makers navigate the visibility landscape while staying true to their nature.We kick off the conversation exploring how introversion affects bookkeepers' visibility and impact. Fifi shares her personal journey, revealing how understanding her introverted nature was a game-changer in her business and led her to help others like her. She emphasizes the importance of self-discovery, identifying belief, balance, and belonging as its core elements. Through self-awareness, Fifi found clarity, confidence, and the conviction to live her mission, making her a beacon of hope for introverted entrepreneurs everywhere.The discussion also touches on the delicate topic of self-silencing and its effect on authenticity and visibility. The stigma around extroversion and introversion is challenged, shedding light on the valuable contributions of both temperaments to our world. Fifi courageously shares her struggles with impostor syndrome and the liberating journey towards overcoming self-doubt and setting healthy boundaries.As we venture further, Gemini, another voice in our conversation, brings up the relationship between introversion, self-confidence, and overcoming barriers to success. We explore practical steps for introverts to venture out of their comfort zones, emphasizing the significance of self-reflection, communication, and setting expectations tailored to their unique communication styles.Fifi introduces her innovative "multipurpose rule," a testament to her ambition to create efficient, value-driven business practices. She also invites listeners to engage with her work further through her website and social media, offering a treasure trove of resources for introverts looking to make their mark.This episode is a heartfelt embrace of introversion, packed with insights, empathy, and actionable advice for introverted business owners eager to thrive without compromise. Join us on this journey of self-discovery, resilience, and empowerment, and let's celebrate the strength in our quietness.About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
In our latest podcast episode, we discuss being an introverted business owner with Fifi Mason, a personal brand and visibility coach who's mastered the art of balancing introversion with business. Fifi, an introvert at heart, is passionate about helping fellow introverted coaches and impact-makers navigate the visibility landscape while staying true to their nature.We kick off the conversation exploring how introversion affects bookkeepers' visibility and impact. Fifi shares her personal journey, revealing how understanding her introverted nature was a game-changer in her business and led her to help others like her. She emphasizes the importance of self-discovery, identifying belief, balance, and belonging as its core elements. Through self-awareness, Fifi found clarity, confidence, and the conviction to live her mission, making her a beacon of hope for introverted entrepreneurs everywhere.The discussion also touches on the delicate topic of self-silencing and its effect on authenticity and visibility. The stigma around extroversion and introversion is challenged, shedding light on the valuable contributions of both temperaments to our world. Fifi courageously shares her struggles with impostor syndrome and the liberating journey towards overcoming self-doubt and setting healthy boundaries.As we venture further, Gemini, another voice in our conversation, brings up the relationship between introversion, self-confidence, and overcoming barriers to success. We explore practical steps for introverts to venture out of their comfort zones, emphasizing the significance of self-reflection, communication, and setting expectations tailored to their unique communication styles.Fifi introduces her innovative "multipurpose rule," a testament to her ambition to create efficient, value-driven business practices. She also invites listeners to engage with her work further through her website and social media, offering a treasure trove of resources for introverts looking to make their mark.This episode is a heartfelt embrace of introversion, packed with insights, empathy, and actionable advice for introverted business owners eager to thrive without compromise. Join us on this journey of self-discovery, resilience, and empowerment, and let's celebrate the strength in our quietness.About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
In this episode of The Bookkeepers' Podcast, we speak to Alexis Kingsbury of AirManual about how to simplify your bookkeeping processes and systems. We discussed how bookkeepers can build great systems and processes more simply, we discussed how documentation isnn't a task to be done as "homework" once the process is embedded and how documenting business processes saves time and money in business. ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- Support Find out what the right next step in bookkeeping is for you. Free calls and books. bookkeeperssupport.com ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 ----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, Jo and Zoe were joined by Gareth Salomon from Xenon Connect. We discussed cloud-based bookkeeping tools designed for enhanced efficiency and accuracy. Our discussion focused on the creation of Xenon Connect—a tool that significantly streamlines the bookkeeping process by automatically detecting and rectifying errors.Xenon Connect assists accountants and bookkeepers in enhancing their practices through improved client financial health monitoring. We also explored the gamification of client health scores, which prioritises tasks and helps in strategic decision-making. Find out about Xenon Connect at: https://www.xenonconnect.com/ ----------------------------------------------- Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, we spoke to Sam Tasker-Grindley, head of Swoop for Advisors about how bookkeepers and accountants can help their clients with savings, funding and grants. We discussed the upcoming webinar with Swoop on 24th April 2024.Register here: https://us06web.zoom.us/webinar/register/WN_i2XiF2xqQGu0nJvzpZV7Kg#/registration----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
This week on The Bookkeepers' Podcast Jo and Zoe will be joined by Ben Perry. Ben started his career as an Apprentice in an Accountancy Practice and has built his own practice at an early age. They'll be talking about his journey so far.We discussed:Leaving university and starting a bookkeeping business at 20Overcoming age discrimination. Social media strategyBuilding a bookkeeping business with a focus on technology and specialisation. Building visibility through networking and online presence. Inspiring the next generation of bookkeepers. ----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of the Bookkeepers Podcast, hosts Zoe Whitman and Jo Wood discuss the integration of software into the AML process, featuring guest, Kevin Lord from Firmcheck. We discuss the challenges faced by accountants and bookkeepers regarding AML compliance, including fear and the stress of audits. They emphasise the need for clear, accessible solutions that simplify AML compliance, reduce anxiety, and offer comprehensive training and support. The conversation also touches on the critical role of education and effective communication from professional bodies to alleviate confusion and anxiety among practitioners.Key Points Discussed:AML Management Software Solutions: The episode highlights the significance of managing AML effectively, with a focus on simplifying the compliance process through software solutions like Firm Check.Impact of AML Regulations: Experiences with VAT returns, inspections, and the mental health impact of compliance challenges underscore the need for better support and guidance for bookkeepers.Accounting Industry Standards and Practices: Insights from industry leaders stress the importance of aiming for excellence and providing a "gold standard" service in bookkeeping and accounting.AML for Bookkeepers: The discussion concludes with a focus on prioritising value and offering affordable AML solutions for small practices, highlighting Firm Check's approach to pricing and training.----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- Support Find out what the right next step in bookkeeping is for you. Free calls and books. bookkeeperssupport.com ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 ----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In our latest podcast episode, we have a chat with Haley Baxter, who runs her accounting business in a way that’s pretty out of the ordinary. Haley lives off-grid, which means no regular electricity, gas, water, or internet connections. Instead, she relies on a wind turbine, solar panels, a well for water, and a 4G SIM card to get her internet. This setup is not just unique; it’s central to how she runs her business and lives her life.
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeepers' Podcast, we speak to accountant Hannah Simpson about how she's growing her practice rapidly through acquisition. About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- Support Find out what the right next step in bookkeeping is for you. Free calls and books. bookkeeperssupport.com ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 ----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- At Bookkeepers' Bootcamp, we had the opportunity to take a step back to share our journey, how we got started, and why we're so passionate about offering free training to bookkeepers. We've grown this community to 22,000 members, and it's been an amazing ride, full of learning curves and rewarding moments.How We Got TogetherOur story is pretty unique. We met at an event, hit it off, and before we knew it, we were business partners. It wasn't planned, but sometimes the best things happen when you least expect them. Working with a stranger was a bit awkward at first but, we figured out how to have those tough conversations, which is very important. We learned it's sometimes easier to talk about the hard stuff with someone who isn't family.Why We Do What We DoA big turning point for Jo was reading Daniel Priestley's "Key Person of Influence." It made her realise she was thinking small. It led to Jo thinking about how she could have more of an impact, and more recently it's made us look at how together we have more of an impact. We announced some big changes in how we approach our business in The 6 Figure Bookkeeper Pledge.After speaking at a summit and connecting with the bookkeeping community, we saw a gap in the market. There were plenty of technical courses out there, but nothing that really helped bookkeepers grow their businesses. So, we created a 12-module course to fill that gap (now The Success Programme).Growing the BusinessIt's been difficult to balance everything at times, especially with young kids in the picture. But, we're really proud of how far we've come and the community we've built. This episode is really about us sharing our story, the good and the bad, and why we're so committed to helping bookkeepers grow their businesses. We've got some great stuff planned, and we can't wait to share it with our community.What is The 6 Figure BookkeeperThe 6 Figure Bookkeeper is a training company here to help bookkeepers build profitable businesses that work for them. As part of our mission we aim to impact 1,000,000 children in poverty by training their parents to run profitable businesses. Right now, we run business development programmes for bookkeepers and accountants, with more to come in the future.
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- This week on The Bookkeepers' Podcast Jo Wood and Zoe Whitman will be joined by Stephen Lott.Stephen is a professor at Georgia State University, teaching entrepreneurship. He brings over 15 years of experience in the field, both in teaching and in practice. Stephen is the founder of SteveTheFinanceGuy Inc., a company focused on providing business and finance education to entrepreneurs. About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- Support Find out what the right next step in bookkeeping is for you. Free calls and books. bookkeeperssupport.com ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 ----------------------------------------------- DisclaimerThe information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeeper's Podcast, Jo and Zoe were joined by Lee Rennie, co-founder and director at Melu.They discuss websites and how live chat can help you get leads that you otherwise might miss. In this conversation, Jo and Zoe discussed:Websites and chatbotsCredibility and marketing strategies for bookkeepersChatbots and live human support for businessesOutsourcing chat supportLive chat effectiveness for lead generationWebsite analyticsA free offer from Melu - go to MELUCHAT.COM and enter code 6fb for an extended trial.About Melu Lee started Melu in 2018 with his wife, after they realised they could get better results for businesses through live chat than by building attractive websites, juggling a great love of creativity with their inner tech nerdery.Web design used to be their bread and butter. "Thing is, it doesn’t matter how pretty or how well your site functions – the people visiting it will always find a way not to get the answers they’re looking for!" Enter Melu – like the website version of a call answering service.----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- This week on The Bookkeepers' Podcast Jo & Zoe were joined by Lisa Honiball, interior design expert. They discussed how improving your office space can improve your profits.Jo, Zoe and Lisa discussed: - Interior design and its accessibility to everyone- Home design and decluttering- Creating a dedicated productive work space- Lighting for productivity- Colour psychology and its impact on business----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeepers' Podcast, Jo and Zoe were joined by Graeme Tennick to talk about how bookkeepers can wow their clients. They discussed:- Career paths to becoming an accountant- Technology and niching in practice - Tailoring accounting services to clients' needs- Client wowing strategies- Using personality assessments to improve business growth- Business growth and legacy planning- Running a business, hiring help and outsourcing----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- This week on The Bookkeepers' Podcast Jo and Zoe were joined by Becky Bridges. Becky has recently gained accreditation as an ADHD practitioner so Becky spoke to us about how you can manage relationships better with neurodiverse clients.We discussed:- Bookkeeping, ADHD and Growth- ADHD and neurodiversity in entrepreneurship- Managing ADHD and neurodiversity in accounting and business- ADHD support and coaching- Accommodating neurodiverse clients in business- Supporting clients with empathy and understandingAbout usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- Jo and Zoe will be joined by Scott Johnson for this episode of The Bookkeepers' Podcast.They discussed how bookkeepers can build more ethical, sustainable and impactful businesses, so they can make the world a better place, and leave a legacy we can all be proud of.They discussed- Scotts background and Kung Fun Accounting- Personal growth and business growth- Ethical business practices and sustainability- Sustainability, mental health and community- Mental health, automation and environmental impact- The importance of human connection in business- Ethical banking and sustainable business practices- Sustainable living choicesScott Johnson formed Kung Fu Accounting (KFA) in 2016 as the first ICAEW Chartered and BCorp certified accounting company in the world. KFA has minimised its environmental impact and maximised its human and societal impacts, winning Xero's first ever Community Impact award in 2021.While his day job requires filing accounts and tax returns to keep HMRC happy, Scott believes that business can and must be better. So he also helps humans build more ethical, sustainable and impactful businesses, so they can make the world a better place, and leave a legacy we can all be proud of.If you want to learn more about Scott's views on banking, he has prepared a document, here: https://drive.google.com/file/d/1c2k3uyuKn-PewlJF_6l7GUQKS0LOvEvS/view?usp=drive_linkAbout us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- Today Jo Wood and Zoe Whitman will be joined by Phil Hobden to talk about how you can make sure you keep up to date with the latest industry and software news.Welcome to the latest episode of The Bookkeepers' Podcast! In this episode, we dive into various aspects of the bookkeeping and accounting industry, from the importance of credit control software to building a personal brand in finance. Join us as we explore these topics with insightful speakers who share their experiences and expertise.Phil, head of growth and strategy for know it, discusses his experience with accountants and bookkeepers.Journey through technology in the banking sector, including redundancy experiences.The significance of knowing customers beyond credit checks.Discussion on the challenges of late invoice payments.The economic impact of unpaid invoices on bookkeepers and the UK economy.Addressing the culture of non-payment and stress in the bookkeeping industry.Personal experiences with financial struggles and the importance of cash flow support.The role of accountants and bookkeepers in providing business support.Insights from "The Story of" podcast about founders and creators.Phil's journey to becoming a thought leader through a tech slack group and a newsletter.The growth and impact of the newsletter and community discussions.The joy of educating through podcasts and investigative journalism.Strategies for effective thought leadership and content curation.The balance between staying informed and navigating industry gossip.The dynamics of content strategy in marketing.Tips for sharing content tangential to one's expertise.Strategies for engaging audiences on LinkedIn.The balance between being supportive and critical in the industry.Personal anecdotes on sharing opinions and receiving feedback.The significance of community support and creating a safe space.Acknowledging the diverse audience of the podcast.Encouraging listeners to connect on LinkedIn and subscribe to the newsletter.Closing Notes:This episode provides a comprehensive look at various facets of the bookkeeping and accounting industry. Our speakers shared valuable insights on the importance of credit control, invoice management, entrepreneurship, content curation, and personal branding. As we navigate these topics, we are reminded of the evolving nature of the industry and the importance of staying informed and connected.Thank you for joining us on this episode of The Bookkeepers' Podcast. Don't forget to subscribe to The Bookkeepers' Podcast for more valuable insights into the bookkeeping and accounting world.About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- On this week's podcast Jo and Zoe will be joined by Amy Bingham to talk about how you can achieve more and do it quicker!We discussed the freedom that comes through building a business, how to pivot, and how to build confidence to do more. We know you'll love this episode.About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- On this week's podcast Jo & Zoe will be joined by Katie SkeltonKatie is an email marketing trainer who works with business owners to give them the strategy, systems & support they need to make email marketing a success. She's also the creator of the PECKS newsletter, where every Monday she shares 3 minutes of email marketing, sales & entrepreneurship advice.They will be talking about whether or not bookkeepers should care about email marketing.Connect with Katie on LinkedIn and join her mailing list.About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeepers' Podcast we sit down with Nicola Hagerman, a management accountant turned business owner, who shares her journey and insights about turning payroll into a profitable service. We delve into the importance of payroll management for businesses, discussing the necessity for compliance and providing reassurance to clients.Nicola opens up about her experience building her own payroll software, discussing the challenges she faced, the potential for growth, and how she plans to make payroll processing more efficient and profitable. We also explore the benefits of cloud-based payroll software, the importance of pricing correctly, and finding efficiencies in the process.During our conversation, we highlight the significance of streamlining payroll processing through software development, involving both employers and employees in the process. Nicola emphasizes the power of entrepreneurship, the role of software development, and the value of having supportive networks on this journey.Finally, we discuss Nicola's ambitious plans for Fresh Pay, aiming to make it the leading payroll software not just in the UK, but globally. Join us in this insightful episode as we learn from Nicola's unique perspective on making payroll profitable.About NicolaNicola Hageman is a Chartered Management Accountant who started her own practice in 2014 to allow her to be flexible around her young family. She now has a team who supports over 600 small businesses and individuals as well as being a co-founder in FreshPay, fully cloud based payroll software supporting bureaus and payroll professionals to be as efficient and profitable as possible when running payroll.About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeepers' Podcast, Jo and Zoe share their expertise on how to successfully launch a bookkeeping practice in 2024. They delve into the importance of mindset, business skills, and the strategic steps required to establish a thriving business.Overcoming Imposter Syndrome: Understand the significance of having a clear mindset and confidence when launching your business. Importance of Business Skills: Learn why mastering business skills is crucial for adding value to clients and ensuring your success as a bookkeeper.Setting Up a Bookkeeping Business: Discover the key elements to consider when setting up a bookkeeping business, including choosing the right business structure, understanding tax implications, and obtaining a practising certificate.Using Letters of Engagement: Learn how letters of engagement can help outline the terms and conditions of your service, providing a clear understanding between you and your clients.Niching and Marketing: Find out why niching is important for client acquisition and how marketing plays a role in maintaining client relationships.Offer Additional Services: Hear about the potential of offering additional services as your clients' businesses evolve.Pricing and Selling Services: Gain insights into how focusing on outcomes and value provided, rather than hourly rates, can lead to a more successful business.Free Quiz: Learn about the free quiz offered to assess businesses and identify areas for improvement.Launching a bookkeeping practice in 2024 may seem daunting, but with the right mindset, skills, and strategies as discussed by our expert speakers, success is within reach.Ready to kickstart your bookkeeping business? Join our Startup Programme today! It's a 6-hour CPD accredited programme designed to equip you with all the tools you need to launch and grow your practice.For a quick assessment of your startup readiness, take our free startup quiz at 6figurestartup.scoreapp.com. Discover areas for improvement and get ready to take your business to new heights in 2024.About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeepers' Podcast, we chat with Claire Johnson who has grown her bookkeeping business without the aid of social media. Instead, she turned to networking, an approach that's been a game-changer for her.Key points discussed in the episode:- Claire's journey of setting up her business and discovering the power of networking groups.- The challenges faced by Claire, particularly dealing with clients who undervalue her services.- The importance of one-to-one networking sessions and how they have helped Claire in understanding people's businesses better.- The role of networking groups in providing knowledge, creating connections, offering support, and fostering friendships.- Claire's advice on finding a fun and supportive networking group, and her strategy of attending 8-10 events per month.- How Claire overcame her imposter syndrome by being authentic and sharing her knowledge.- The value of follow-ups, especially through social media platforms like Facebook and LinkedIn.This conversation is a testament to the power of networking in growing a successful business. About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, our guest Kim Searle, an emotional mastery coach discussees the crucial role of emotional intelligence in business networking. We delve into the importance of understanding early learnings and biochemical markers of emotion, and how these can impact our networking and sales abilities.Listeners will gain insights on how to prepare for networking events, manage anxiety, and deal with emotions like guilt. We discuss the brain's ability to create new neural pathways through repetition and offer tips on how to leverage this for personal growth and well-being.Key takeaways include the importance of aligning values in different life areas, setting boundaries and expectations, and the role intention plays when communicating, especially with children. The episode wraps up with actionable tips on how to boost confidence, eliminate negative thoughts, and achieve success. About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeepers' Podcast, we dive deep into the world of networking, exploring strategies and sharing experiences that can transform your life and business. Here are some highlights from our conversation with Gill Russel. - Insights into the doors that are opened by building a network- Different types of networking - How to network in every day life- Overcoming networking nerves- Preparation and practice for effective networking- Tips for boosting confidence when going into a networking environment- Crafting your pitch - Your referral networkAbout usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeepers' Podcast, we sit down with Jodie Parsons, an entrepreneur who transitioned from redundancy to starting her own successful bookkeeping business. Jodie shares her journey, highlighting the importance of persistence, confidence, and vision in achieving business success.Jodie discusses how she turned redundancy into an opportunity and started her own business to prioritise time with her family.She describes how in her first year of business, she achieved her financial goals, doubled her fees, and expanded her client base.Jodie shares how she provides value to her clients by understanding their needs and tailoring services accordingly.Learn about Jodie's growth strategies, including local networking and leveraging client referrals.We really enjoyed discussing:- Confidence in business- How do disengage from draining clients- How not to dwell on negative experiences. We also discussed how personal development investments helped Jodie grow over the past year.About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeepers' Podcast, we interview Steph Merrill, who built her accountancy business from the ground up after leaving her corporate job. She shares how she found her first client at a networking event and diversified her services to meet changing client needs.Steph shares her expertise in cash flow management and debt restructuring, and the importance of building personal relationships for long-term client retention. She talks about her positive experiences with the Success Lounge and Bookkeepers Bootcamp, and how they helped grow her business.She also discusses authentic networking, and gives advice for new networkers to build confidence and help others expand their networks. Tune in to learn how Steph prioritises quality over quantity in networking and focuses on building relationships for client conversion.This episode is a testament to the power of networking, personal connections, and diversification in building a successful accounting practice. Steph's journey will inspire anyone looking to step out of their comfort zone, embrace authenticity, and build a successful business based on meaningful relationships.About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeepers' Podcast, we spoke to PR expert, Jo Swann who sheds light on the power of Public Relations (PR) for entrepreneurs and small businesses.We explore how PR goes beyond advertising to create meaningful connections and communicate effectively with audiences.Jo explains:- The concept of Launch PR, which focuses on telling the story behind why someone launched their business, providing opportunities for media coverage. - The role of media in shaping public perception and how it can be used to enhance credibility and establish authority.- How PR can help in client acquisition, not just through direct exposure, but also via backchannel conversations and word-of-mouth referrals.- How to use PR to amplify one's authority by sharing published articles and celebrating unique stories.In this discussion we also tackled a controversial topic: paying for PR or awards. We share strategies for effective storytelling and preparation for media interviews, emphasising the importance of reflecting on past achievements.Finally, we discuss how PR agencies work with clients, starting with creating a media bio to understand the client's story, passions, and purposes, then matching them with relevant media opportunities.Tune in to learn how to leverage PR to boost your business's visibility, credibility, and client base.About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- On this week's episode of The Bookkeepers' Podcast Jo Wood & Zoe Whitman will be joined by Rachel Harris.In this episode, we discuss what bookkeepers need to know about Auditing.Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2023. She is a TEDx speaker, content creator, author, business owner and most importantly... an accountant! Rachel is an inspiring accountant who is changing the industry for the better. She is passionate about financial education and is the founder of @accountant_she and her own rapidly scaling practice, striveX accountants. About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- On this episode of The Bookkeepers' Podcast Jo Wood and Zoe Whitman will be joined by Jyoti Patel from Xero to talk about how storytelling can help you to gain new clients.The role of the bookkeeper has changed over the years. In today's world, bookkeepers are not just expected to manage finances but also help their clients grow their businesses. To achieve this, bookkeepers need to learn how to communicate effectively and engage with their clients. This is where storytelling comes in - it is a powerful tool to connect with the audience and convey complex ideas in a simple and memorable way. In this podcast, we explored how storytelling is important for marketing. Storytelling is not just about telling a story; it's about creating an emotional connection with the audience. By sharing experiences, anecdotes, and personal insights, bookkeepers can get their clients to relate to them and build trust. This makes it easier for clients to open up about their business challenges and enables bookkeepers to offer relevant solutions. The idea is to make the client feel like they are not alone in their journey - that there are others out there going through the same struggles.About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- This week on The Bookkeepers' Podcast Jo & Zoe will be joined by Sarah Moxom, a serial business leader, investor and speaker specialising in female leadership, leading teams and human connection.About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- On this week's podcast Jo and Zoe are joined by Osmaan Sharif to discuss things which hold you back from achieving your results more quickly and what you can do to improve the process.About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- This week we have a special episode of The Bookkeepers Podcast with our sponsor, Xero.Jo and Zoe will be joined by Ian Phillips. Ian Heads up Partner Sales at Xero UK, looking after the teams who onboard and account manage Xero’s accounting and bookkeeping Partners. Ian has been with Xero for over 7 years, starting as a Senior Account Manager and progressing through the business as it has grown. Prior to that Ian has worked for other SaaS businesses and BPP, experience that has given him a strong understanding of professional services firms, their small business clients and the challenges they fact as well as a passion for the technology that powers them.Join them as they talk about practice efficiencies.This week we have a special episode of The Bookkeepers Podcast with our sponsor, Xero.Jo and Zoe will be joined by Ian Phillips. Ian Heads up Partner Sales at Xero UK, looking after the teams who onboard and account manage Xero’s accounting and bookkeeping Partners. Ian has been with Xero for over 7 years, starting as a Senior Account Manager and progressing through the business as it has grown. Prior to that Ian has worked for other SaaS businesses and BPP, experience that has given him a strong understanding of professional services firms, their small business clients and the challenges they fact as well as a passion for the technology that powers them.Join them as they talk about practice efficiencies.We discussed:0:00 Introduction2:23 Account management, sales, and software development. 8:39 Xero software efficiency for bookkeepers. 14:31 The importance of bank feeds19:30 Data capture software and its benefits for bookkeepers and clients. 24:34 Streamlining payments and invoicing for businesses. 30:11 Streamlining workflows and automating data flow in accounting practices. 34:52 Streamlining workflows in Xero accounting software. 40:26 Digitization and transformation in the bookkeeping industry. About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- Kathryn Frimond will be joining Jo Wood and Zoe Whitman to talk about how and why you should make your bookkeeping practice more sustainable. They discussed:About Kathryn Frimond and her journey to build Your Local BookkeeperSustainability in the accounting industry Sustainability, carbon footprint and email impactSustainable living and personal choicesReducing email and digital clutterCarbon footprint measurement and reduction for businessesSustainability in bookkeeping and accounting. About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- Jo and Zoe will be joined by Rose Davies-Smith to talk about all things PR and why it's important for bookkeepers.We discussed:PR strategies for small businessesPR, brand awareness, and personal branding for business ownersPersonal branding for bookkeepers and accountantsBuilding an expert reputation through content creation and self-promotionPR strategies for business and personal brandingBuilding a personal brand and finding opportunities for press coverageAbout usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- Emma James joined Jo and Zoe for this session of Bookkeepers' Bootcamp to talk about boundary setting.We discussed:The potential for growth as a self employed bookkeeperAutomating tasks and scaling a business without hiring employeesUsing AI to enhance business operationsManaging a business with a new employeeManaging a remote team and setting boundariesBusiness growth and team managementWork availabilityBusiness growth, boundaries and collaboration. About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- On this mornings session Jo and Zoe will be joined by Katie Skelton to talk about why copywriting it so important for bookkeepers.We discussed:Email marketing for service based businessesEmail marketing for small business ownersEmail marketing strategy and personalisationCombining email marketing and social mediaSimple questions to start conversations in marketingEmail marketing for bookkeepersAbout usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- On the first session of the day Jo and Zoe will be joined by Dave Shannon to talk about how he's built his successful bookkeeping practice. Dave runs Drive Ahead Bookkeeping, he is an author and bookkeeper and transitioned from running a driving school into bookkeeping during the pandemic. You'll enjoy this episode as Dave shares great insight into steadily growing a practice. About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- On this session of Bookkeepers' Bootcamp Jo and Zoe will be joined by Osmaan Sharif. They will discuss how to get out of your own way in order to make changes in your life.We discussed:Starting a business and overcoming mindset barriersBusiness growth mindset and strategySetting clear business goals and avoiding overwhelm in businessChoosing values based on your personality in businessOvercoming self doubt and finding supportBalancing work and familyUsing values and timelines to make life decisionsSelf doubt and comparisonAuthenticity, vulnerability and showing up for your businessBusiness growth strategyAbout usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club-----------------------------------------------QuizAre you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com-----------------------------------------------CoursesFind out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses -----------------------------------------------About our SponsorThis episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at:https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2-----------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------
Today on The Bookkeepers' Podcast Jo and Zoe will be joined by Jane Pangbourne, founder of Menopausal Not Mad ® and The HRT Truth Collective ® Join them as they discuss how you can manage your health as a woman in business.
Quiz Are you 6 Figure Ready? Take our Quiz 6figurebookkeeper.scoreapp.com
About our sponsor Find out more about Xero and start a free 30 day trial or sign up to Xero’s partner programme. https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2
What do you need to know to start your bookkeeping practice? Take the Quiz 6figurestartup.scoreapp.com
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.
Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
On this episode of The Bookkeepers' Podcast we were joined by Wendy Ross, owner of Tonbridge Accountants. Wendy shared her journey to building her accountancy practice over the past three years, and discussed her niche in the creative sector.
Niching has offered Wendy other opportunities to explore additional income streams, including passive income.
We know you'll love this episode.
Quiz Are you 6 Figure Ready? Take our Quiz 6figurebookkeeper.scoreapp.com
About our sponsor Find out more about Xero and start a free 30 day trial or sign up to Xero’s partner programme. https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2
What do you need to know to start your bookkeeping practice? Take the Quiz 6figurestartup.scoreapp.com
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.
Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Sam Daniels from Xero will be joining Jo and Zoe on a special edition of The Bookkeepers' Podcast on Monday to talk about how bookkeepers can support their local community groups.
We discussed: How accountants and bookkeepers can help their local clubs, how to get involved in grassroots football and how to make an impact in your local area.
We learnt from this conversation that if you want to make an impact in your immediate local area, you have the tools to do that.
- Sam's role at Xero
- How Xero help small businesses and the community
- Why football is important to Xero
- Women's football in the UK
- How bookkeepers can get involved in sponsorship
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club
Quiz Are you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com
Courses Find out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses
About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2
The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
This week Jo will be joined by Chris McDowell.
Chris runs an SEO agency in Bristol designed to support small businesses and entrepreneurs. He demystify SEO, breaking things down in to small chunks. Chris offers big brand SEO services to for the every-person budget!
In this episode you'll learn: - Why Chris thinks it is important for bookkeepers to have a website to show that they are a legitimate body. - Why having a website is like having a shopfront that works for you 24/7, so people can stumble upon you and look into the services you offer. - What makes a website perform well, and what does a well performing website do for you. - The best advice is to make sure your website is logical and sensible. - One of the biggest pitfalls people fall into when they're building themselves. - Why it helps to have an ideal client when building your website.
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club
Quiz Are you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com
Courses Find out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses
About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2
The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, we discussed The Bookkeepers' Content Subscription, our £10 monthly subscription with pre-written content and templates to use for your own social media.
Join The Bookkeepers' Content Subscription at 6figurebookkeeper.thinkific.com/courses/content
We discussed the importance of having a marketing strategy as a bookkeeper, how bookkeepers can use different platforms like Facebook, Instagram, and LinkedIn to reach potential clients. We discussed having a content plan and being consistent with posting to engage with the audience.
Jo shared her positive experience with using the content subscription service, which provides blog posts, social media captions, and Canva templates. By using this service, she feels more organised and has seen an increased lead flow into her business.
We stress the importance of sharing both professional and personal content to connect with the audience and build credibility. We also discuss how even when bookkeepers have similar content, each person's unique brand and style make their posts stand out.
We'd love for you to check out the content subscription service for a hassle-free and time-saving marketing solution. We encourage bookkeepers to start by creating one core piece of content and then repurposing it for various social media platforms to maintain a consistent online presence, and the Content Subscription is a great way to do this.
Join The Bookkeepers' Content Subscription at 6figurebookkeeper.thinkific.com/courses/content
New content is added on 20th of each month.
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club
Quiz Are you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com
Courses Find out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses
About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2
The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
On this week's podcast Jo Wood & Zoe Whitman will be joined by Susanna Reay. Susanna is an award-winning Business Coach, Speaker & Author specialising in frameworks. Over the last 20 years she has mentored entrepreneurs globally to sell their services online. Susanna’s unique Sparkle Frameworks® bring visual focus and clarity out of complex service offers, enabling clients to scale their business with ease.
Susanna introduces her concept of "sparkle frameworks," which are visual outlines connecting ideas together to create effective marketing strategies.
The episode emphasises five key elements of successful marketing frameworks:
Value: Demonstrating the value provided to clients and building trust through social proof, testimonials, and case studies.
Valid: Developing a proven process that showcases a clear journey for clients, ensuring they understand what to expect.
Visual: Leveraging visual content to engage clients effectively, as research shows that people remember visual information better.
Vocal: Articulating marketing messages succinctly and clearly to foster connection and conversion with potential clients.
Vehicle: Identifying the methods through which clients will be guided towards their desired outcomes, whether through self-led training, community programs, or high-end VIP services.
The hosts and Susanna discuss the importance of shifting marketing focus away from the technical details and towards the transformational journey for clients. Sharing personal experiences and values helps create authentic connections, attracting clients who align with the bookkeeper's personality and niche expertise.
The episode encourages bookkeepers to take the time to map out their marketing frameworks and identify the specific journey and value they offer to clients. By incorporating the five key elements, bookkeepers can effectively communicate their unique services and stand out in a competitive market. Whether through infographics or visual representations, these frameworks help convey information more memorably, ensuring clients understand the bookkeeper's expertise and value in their business.
Overall, building effective marketing frameworks allows bookkeepers to showcase their expertise, connect with their ideal clients, and create a more enjoyable and engaging experience for both parties.
Building effective marketing frameworks is essential for bookkeepers to stand out in their industry and connect with their target audience. By incorporating the five key elements - value, valid, visual, vocal, and vehicle - and infusing their unique personality and expertise, bookkeepers can create compelling marketing strategies that resonate with potential clients and lead to successful business growth.
Connect with Susanna at susannareay.com/freeguide
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club
Quiz Are you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com
Courses Find out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses
About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2
In this episode of the Bookkeepers Podcast, Jo welcomes guest Jason Blackman to discuss the topic of pricing from a bookkeeper's perspective. Jason shares his journey into the bookkeeping and accountancy space, starting with his early interest in working with figures and his initial experience in a farm office. He recounts how he became involved in accounts when he was chosen to handle the accounts for a branch of the business, despite having no prior experience. Determined to understand the field better, he pursued accounting courses and developed a passion for double-entry bookkeeping.
Jason talks about his transition from working at a farm to joining an accountancy practice, where he gained valuable experience and eventually decided to start his own practice in 2001. Over the next 12 years, he built his business up to about 200 clients, offering various services including bookkeeping, annual accounts, payroll, and more. However, in 2013, Jason had to reassess his career path. In 2018, he and his wife Claire, started to build up a practice that is now at 125 clients.
The conversation then shifts to the topic of pricing, and Jason reflects on his pricing journey. He mentions that in the early 2000s, hourly rates were the norm, and he initially charged £15 per hour for his services. As technology and automation have advanced, he believes that hourly rates have become less relevant. With the availability of tools like Xero and bank feeds, much of the manual work has been eliminated. Jason argues that instead of focusing on the time spent, bookkeepers should charge a fair fee for the value they provide, even if much of it is automated. He highlights the importance of providing a fixed monthly fee to clients, ensuring transparency and avoiding surprise bills.
Jason also discusses different pricing methods he has come across, such as charging a percentage of turnover or per transaction. While these methods have their merits, he believes that pricing based on the internal components of bookkeeping, taking into account the complexity and volume of transactions, is a fairer approach.
Jason and Jo discuss the importance of finding a pricing structure that aligns with the unique needs of both the bookkeeper and the clients. They emphasise the value of communicating the benefits of the services offered and finding clients who appreciate the expertise and support provided by bookkeepers.
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club
Quiz Are you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com
Courses Find out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses
About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2
On this episode of The Bookkeepers' Podcast, we had the pleasure of interviewing Rebecca Williams, owner of Eccounting Made Easy. Rebecca shared valuable insights into how she has built her successful business, showcasing her growth and strategies. Here are the key points discussed in the interview:
Rebecca's practice and journey: Rebecca provided an overview of her bookkeeping practice, Eccounting Made Easy, and shared how she got started in the industry. She shared her passion for helping small businesses with their financial needs and the motivation behind establishing her own practice.
The team behind the business: Rebecca shared insights into the individuals who make up her business. She discussed the importance of bringing in expertise from other professionals to offer a wider range of services to her clients. This approach has contributed to her business growth and the ability to serve her clients effectively.
Business growth and goals: We discussed Rebecca's impressive business growth and her plans for the future. She highlighted her goal of expanding her team to bring in additional expertise and offer more comprehensive services to her clients. Rebecca's ambitious vision for her business reflects her dedication to continuous growth and providing exceptional value to her clients.
Leveraging social media: We also delved into how Rebecca has utilised social media platforms to grow her personal brand. She shared her experience with running YouTube @MissFinanceTutorials and TikTok channels where she shares finance tutorials and excel trainings. Rebecca emphasised the importance of utilising these platforms to connect with her audience, establish herself as an expert in her field, and attract new clients.
Bookkeepers will find this episode valuable because:
- Rebecca's journey and growth serve as inspiration and a real-life example of building a successful bookkeeping business.
- Learning about Rebecca's team and how she brings in expertise from other professionals highlights the importance of collaboration and expanding services.
- Rebecca's goals for the next six months showcase the mindset of a growth-oriented entrepreneur, providing motivation and ideas for bookkeepers looking to expand their own businesses.
- The exploration of leveraging social media demonstrates the power of digital platforms in growing a personal brand and reaching a wider audience.
Tune in to this episode to gain valuable insights from Rebecca Williams on building a thriving bookkeeping practice and leveraging social media for personal branding.
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club
Quiz Are you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com
Courses Find out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses
About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2
On this episode of The Bookkeepers' Podcast, we spoke to Lucy Sheridan, The Comparison Coach. We discussed the psychology behind why we compare ourselves to others, the problems associated with comparison, and practical steps to overcome comparison on social media. Here are some key takeaways from the episode:
We explored the psychology behind comparison: Lucy shed light on why we have a tendency to compare ourselves to others, highlighting factors such as societal influences, fear of missing out (FOMO), and seeking validation.
The problem with comparison: We delved into the negative impacts of comparison, including decreased self-esteem, increased anxiety, and hindering our own growth and success.
Overcoming comparison on social media: Lucy shared valuable insights on how to stop worrying about comparison on social media. She emphasised the importance of focusing on our own journey, setting boundaries, and practicing gratitude.
The role of authenticity: We discussed how embracing authenticity plays a crucial role in overcoming the urge to compare ourselves to others. Authenticity allows us to showcase our unique strengths and value, rather than trying to conform or imitate others.
This episode was especially timely given the launch of the new Threads App which is creating a lot of news at the moment.We discussed strategies to overcome the stress of feeling the need to be present everywhere. We offered practical tips for prioritising our time and energy effectively.
Bookkeepers won't want to miss this episode because:
- It provides valuable insights into the psychology of comparison, helping bookkeepers understand why they may compare themselves to others and the impact it can have on their mindset and business growth.
- The practical steps shared by Lucy Sheridan offer actionable strategies to overcome comparison on social media, allowing bookkeepers to focus on their own journey and success.
- The discussion on authenticity provides bookkeepers with guidance on embracing their unique qualities and strengths, ultimately enhancing their online presence and attracting ideal clients.
- The introduction of the Threads app addresses the common stress of feeling the need to be everywhere, offering bookkeepers practical tips to prioritize their time effectively and reduce overwhelm.
- Tune in to this episode to gain valuable insights and practical tools to overcome comparison and build a thriving bookkeeping business with authenticity and confidence.
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club
Quiz Are you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com
Courses Find out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses
About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2
In this episode of The Bookkeepers' Podcast, hosts Jo and Zoe had a conversation with Rebecca Bridges, who shared her unique journey in the bookkeeping industry. Rebecca started her career in the NHS and worked in corporate settings before venturing into bookkeeping. She established her own practice to find a better work-life balance and accommodate her children's needs while her husband worked. Clients often approach her when they encounter financial challenges or face issues related to unpaid taxes.
Rebecca had ambitious goals and took the proactive step of registering for VAT early in her bookkeeping journey. By chance, she discovered The 6 Figure Bookkeeper group, which played a pivotal role in her decision to transition from a consultant role to establishing her bookkeeping practice. Currently in her third year of business, she successfully manages her workload alongside raising a teenager and an eleven-year-old. Rebecca expressed her wish to have found The 6 Figure Bookkeeper community earlier, as it would have been beneficial for her professional growth.
The conversation delved into Rebecca's experiences during the pandemic and how she navigated the challenges it presented. They also explored the concept of fear of success and the importance of setting business goals, even in the face of uncertainty. Additionally, they discussed the significance of aligning household finances with business aspirations.
Rebecca shared insights into her business structure, including her preference for having multiple projects and an ideal client profile. She touched upon her team composition and mentioned that she still maintains consulting clients alongside her bookkeeping practice. With her current workload at the desired capacity, Rebecca works approximately 20-25 hours per week, earning a sufficient income. She highlighted her newfound confidence in working with larger limited companies, attributing this growth to her association with The 6 Figure Bookkeeper community.
Overall, the conversation with Rebecca Bridges provided an inspiring perspective for bookkeepers who are building their own businesses and seeking to understand the possibilities within the industry.
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club
Quiz Are you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com
Courses Find out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses
About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2
The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, Zoe and Jo interview Annabel Barnes, who shares her inspiring journey of starting her own bookkeeping practice amidst the challenges of the COVID-19 pandemic. Annabelle explains that she had always worked in the industry but was looking for a change when the pandemic hit. With her son having a congenital heart defect, she needed flexibility to work from home, which her new employer denied. So, she decided to explore the idea of setting up her own bookkeeping practice.
Annabel approached her employer with the idea, and to her surprise, they supported her and became her first client once she obtained her license in June 2020. Working around her two young children, Annabel gradually acquired more clients, primarily in the beauty, care, and construction industries. The growth of her business led her to establish a limited company in April 2021. Eventually, her husband joined the business as a bookkeeper after leaving his previous job.
Annabel emphasises the importance of flexibility in her work-life balance, allowing her and her husband to prioritise their children and attend to their needs. She shares how being self-employed offers them the freedom to choose their hours and accommodate family commitments, such as school runs and medical appointments. Annabelle also discusses the significance of building strong relationships with clients based on shared values and open communication.
The episode concludes with Annabel mentioning her expanding team, which now includes support with social media, blogs, websites, and project work. She recently hired two new bookkeepers whom she is training to take on more responsibilities, allowing her to focus on higher-level tasks and the overall growth of the business.
Annabel's story serves as an inspiration to other bookkeepers and entrepreneurs, highlighting the power of resilience, adaptability, and building a supportive team.
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club
Quiz Are you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com
Courses Find out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses
About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2
The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
On this episode of The Bookkeepers' Podcast, Zoe and Jo are joined by Kim Searle, an Emotional Mastery Coach. The conversation starts with a reflection on the importance of self-reflection and understanding the emotions that may hinder personal and professional progress. Kim shares her own journey and highlights the significance of emotional well-being in achieving success. The discussion touches on overcoming limitations, reframing failure as a learning opportunity, and dealing with judgement from others.
Kim provides practical strategies to push through self-created obstacles, including making time for self-reflection, planning the day with guided visualisation, and reaching out to a supportive community. The importance of deep breathing and calming the body's response to fear and anxiety is emphasized.
Towards the end of the episode, Kim leads a guided visualisation exercise to help listeners connect with their future selves and create a positive mindset. The session concludes with a reminder to breathe deeply and embrace the power of visualization.
Listeners of The Bookkeepers' Podcast will gain insights into emotional mastery, strategies for overcoming obstacles, and techniques for managing fear and anxiety. They will be encouraged to prioritize self-reflection, seek support from a community, and approach failure as an opportunity for growth.
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.
Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club
Listen to Kim's emotional mastery tracks on Soundcloud: https://soundcloud.com/user-504730182
Quiz Are you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com
Courses Find out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses
About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2
The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Join hosts Zoe Whitman and Jo Wood in this exciting episode of the Bookkeepers podcast where they introduce their new sponsor, Xero!
John Coldicutt, Marketing Director at Xero discusses the sponsorship and Zoe and Jo delve into the ways in which this collaboration supports bookkeepers and their community.
John shares Xero's commitment to the UK market and their passion for nurturing the next generation of bookkeepers. Jo and Zoe share their personal accounts of the positive experiences they've had with Xero including the incredible Bookkeepers Base Camp sponsored by Xero, they affirm the alignment between Xero's values and the close-knit community of bookkeepers. Their admiration is rooted in Xero's unwavering commitment to listening to their customers' needs and constantly refining their software accordingly.
Jo shares her personal journey of discovering Xero in 2012 and being captivated by its immense potential. Transitioning her own business to Xero and eventually influencing her clients to make the switch, Jo firmly believes that cloud software like Xero is the ultimate choice for her clients. To further demonstrate their support, they have organized the popular Xero Power Hours in their Success Lounge community to provide invaluable guidance.
United by a common goal of uplifting bookkeepers and small businesses, this is an exciting partnership. Jo's unwavering confidence in Xero as the preferred software for her clients serves as a testament to the remarkable impact it can have on businesses.
Don't miss out on this engaging podcast episode.
Quiz Are you 6 Figure Ready? Take our Quiz 6figurebookkeeper.scoreapp.com
About our sponsor Find out more about Xero and start a free 30 day trial or sign up to Xero’s partner programme. https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2
What do you need to know to start your bookkeeping practice? Take the Quiz 6figurestartup.scoreapp.com
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.
Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, hosts Zoe Whitman and Jo Wood are joined by Abi Rogers to delve into the power of mindset and hypnotherapy for personal growth and success. Abi, a mindset business expert, shares her expertise in uncovering and addressing deep subconscious issues that hinder success. She emphasises the importance of addressing underlying trauma, anxiety, and fear for lasting change.
The conversation explores the scientific basis and effectiveness of hypnotherapy, dispelling misconceptions around its portrayal as a stage performance technique. Jo shares her personal experience using hypnotherapy to overcome workplace bullying and rebuild confidence. The hosts discuss incorporating practices like meditation and intention-setting into daily routines for self-care and accessing the subconscious mind.
The episode emphasises the importance of individualised approaches to self-care and mindset work, listening to one's body and emotions, and challenging negative internal dialogue. The hosts highlight the shift from self-judgment to curiosity and self-reflection as a tool for personal growth. They also discuss overcoming imposter syndrome, accepting one's achievements while still striving for more, and overcoming fear and criticism from others.
Additionally, the hosts touch on the topic of procrastination and its underlying causes such as fear of failure or feeling overwhelmed. They encourage listeners to practice self-confidence, self-assurance, and seek support from others going through similar experiences. Overall, this episode provides insights into the science behind hypnotherapy, mindset work, and adopting personalised practices to support mental well-being and achieve personal and professional goals.
In this episode, you will learn:
- The profound impact of mindset and hypnotherapy on achieving personal growth and success.
- The scientific basis and effectiveness of hypnotherapy, debunking common misconceptions.
- Strategies for incorporating self-care and personalised mindset practices into your daily routine.
- The importance of shifting from self-judgment to curiosity and self-reflection for personal growth.
- How to overcome imposter syndrome, embrace self-acceptance, and find support on your journey to success.
Quiz Are you 6 Figure Ready? Take our Quiz 6figurebookkeeper.scoreapp.com
What do you need to know to start your bookkeeping practice? Take the Quiz 6figurestartup.scoreapp.com
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.
Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, hosts Zoe Whitman and Jo Wood are joined by Abi Rogers to delve into the power of mindset and hypnotherapy for personal growth and success. Abi, a mindset business expert, shares her expertise in uncovering and addressing deep subconscious issues that hinder success. She emphasises the importance of addressing underlying trauma, anxiety, and fear for lasting change.
The conversation explores the scientific basis and effectiveness of hypnotherapy, dispelling misconceptions around its portrayal as a stage performance technique. Jo shares her personal experience using hypnotherapy to overcome workplace bullying and rebuild confidence. The hosts discuss incorporating practices like meditation and intention-setting into daily routines for self-care and accessing the subconscious mind.
The episode emphasises the importance of individualised approaches to self-care and mindset work, listening to one's body and emotions, and challenging negative internal dialogue. The hosts highlight the shift from self-judgment to curiosity and self-reflection as a tool for personal growth. They also discuss overcoming imposter syndrome, accepting one's achievements while still striving for more, and overcoming fear and criticism from others.
Additionally, the hosts touch on the topic of procrastination and its underlying causes such as fear of failure or feeling overwhelmed. They encourage listeners to practice self-confidence, self-assurance, and seek support from others going through similar experiences. Overall, this episode provides insights into the science behind hypnotherapy, mindset work, and adopting personalised practices to support mental well-being and achieve personal and professional goals.
In this episode, you will learn:
- The profound impact of mindset and hypnotherapy on achieving personal growth and success.
- The scientific basis and effectiveness of hypnotherapy, debunking common misconceptions.
- Strategies for incorporating self-care and personalised mindset practices into your daily routine.
- The importance of shifting from self-judgment to curiosity and self-reflection for personal growth.
- How to overcome imposter syndrome, embrace self-acceptance, and find support on your journey to success.
Quiz Are you 6 Figure Ready? Take our Quiz 6figurebookkeeper.scoreapp.com
What do you need to know to start your bookkeeping practice? Take the Quiz 6figurestartup.scoreapp.com
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.
Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
The Bookkeepers' Podcast with Jo Wood and Zoe Whitman
Welcome to The Bookkeepers' Podcast, where Jo and Zoe delve into the challenges and triumphs of bookkeeping professionals. In this episode, they explore the common fear of growth and provide insights on overcoming it to unlock your full potential.
Key Points:
The Fear of Growth: - Jo and Zoe discuss the fear bookkeepers often experience when reaching new levels in their businesses. - Imposter syndrome can emerge as bookkeepers navigate unfamiliar territory after achieving their goals.
Embracing the Journey: - Jo and Zoe emphasize the importance of embracing the growth journey as an opportunity for learning and development. - Shifting the mindset and viewing growth as a chance for personal and professional expansion can help overcome fear.
Taking Action and Pushing Boundaries: - Jo and Zoe discuss the importance of reassessing goals and creating actionable plans. - They encourage listeners to leverage Bookkeepers' Bootcamp as an opportunity to gain insights, learn from experts, and take their business to the next level.
Bookkeepers' Bootcamp Announcement:
Jo and Zoe take a moment to share exciting news about Bookkeepers' Bootcamp, a free 4-day virtual event. Register free at 6figurebookkeeper.com/bootcamp
- Bookkeepers' Bootcamp will address issues like imposter syndrome, pushing boundaries, and overcoming the fear of growth.
- Attendees will have the opportunity to hear from bookkeepers who have achieved success and learn from special guest experts.
Conquering the fear of growth is a transformative step in a bookkeeper's journey. Jo and Zoe inspire you to embrace the unknown, learn from others' success stories, and tap into the resources offered by Bookkeepers' Bootcamp by registering at 6figurebookkeeper.com/bootcamp Don't miss out on this free, 4-day virtual event where you can gain the tools and inspiration to overcome imposter syndrome, push boundaries, and unlock your bookkeeping potential.
Register for Bookkeepers' Bootcamp at 6figurebookkeeper.com/bootcamp
Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers podcast, we spoke toVicki Boddice from Boddice Accounting and Brian and Chelsea from Auto Entry. Vicki runs her accounting firm in Falkirk, Scotland, catering to small and medium-sized businesses. Brian is part of the product team at Auto Entry and focuses on product development and system updates. Chelsea's role at Auto Entry involves training clients on how to use the software. Auto Entry is an automation tool that helps accountants and bookkeepers extract data from invoices, reconcile statements, and manage expenses.
The discussion centers around automating processes and leveraging technology to save time and improve efficiency. The panel emphasises the importance of evaluating existing software stacks and utilising all available features. They suggest attending industry events to explore different apps but caution against getting overwhelmed with too many options. They also highlight the significance of community support and networking to learn from others' experiences.
Vicki shares her journey of discovering various apps after starting her practice and emphasises the need for user-friendly interfaces and excellent customer support. The panel advises starting with a few clients and gradually introducing them to new software. Chelsea suggests demonstrating the full functionality of the software to clients and allowing them to choose the features that suit them best. The ultimate goal is to streamline processes and save time for both bookkeepers and their clients.
During this episode you will gain insights into the benefits of automation tools like Auto Entry, the importance of exploring and utilising existing software features, and the process of introducing new apps to clients. The conversation emphasises the need for bookkeepers to be proactive in finding and implementing technologies that enhance their practice's efficiency.
Resources: What do you need to know to start your bookkeeping practice? Take the Quiz 6figurestartup.scoreapp.com
Are you 6 Figure Ready? Take our Quiz 6figurebookkeeper.scoreapp.com
Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube.
https://www.youtube.com/c/6FigureBookkeeper
Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club
Book Order your copy of our bestselling book The Bookkeeper Rises
Courses Find out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme https://www.6figurebookkeeper.com/startup-bookkeeper-courses/
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.
Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast we spoke to Catheine Morgan, money and wealth expert, about our relationship with money.
How you approach money is tied to a huge range of emotions and our emotions can stop us from moving forward and making money even though it matters so much.
Register for Catherine Morgan's free upcoming Energy of Money Event. Affilliate link, we may receive a commission if you go on to buy one of Catherine's programmes when you use this link.
Resources: What do you need to know to start your bookkeeping practice? Take the Quiz 6figurestartup.scoreapp.com
Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper
Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club
Book Order your copy of our bestselling book The Bookkeeper Rises
Courses Find out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup
About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.
Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Jo Wood & Zoe Whitman will be joined by Tristan Johnson to talk about how bookkeepers can benefit from working closely with a financial advisor.The information in this podcast episode is provided for informational purposes and is not advice. In this episode we learn how working with a financial advisor can help your clients plan for their futures, potentially save money, and consider strategies to protect themselves and their businesses.Resources:What do you need to know to start your bookkeeping practice? Take the Quiz6figurestartup.scoreapp.com ----------------------------------Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Jo Wood & Zoe Whitman will be joined by FreeAgent's Gem Malek to talk about finding time for professional development and additional learning and to talk about Bookkeepers' Boost Week.Gem is an Account Manager for award-winning cloud accounting software provider, FreeAgent. She works with FreeAgent’s bookkeeper and accountant partners in North-West London. Gem supports them on their digital journey and advises innovative ways to grow their client base and help their business thrive.In this episode we explore Bookkeepers' Boost Week, an annual event designed to empower bookkeepers with knowledge, networking opportunities, and growth-oriented guidance.Next, we demystify Continuing Professional Development (CPD) and its role in enhancing bookkeepers' professional competence and keeping them abreast of industry changes.We share practical tips for incorporating continuous learning into bookkeepers' routines and discuss the importance of creating an annual CPD plan to ensure structured professional development.Finally, we discuss the importance of self-accountability in training and professional development, highlighting how dedication and commitment to learning can propel bookkeepers' growth and career success.Resources:What do you need to know to start your bookkeeping practice? Take the Quiz6figurestartup.scoreapp.com ----------------------------------Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, Jo and Zoe are joined by Josh Probert and Emily Ossington from Nextminute. Nextminute offers Management Software For The Construction Industry. Making your client's life easier by managing pricing, planning, people and profits. Nextminute integrates with Xero & Quickbooks Online.We delved into the world of AppStacks and how they can revolutionise your business operations, enabling you to work smarter. Join us as we explore the importance of understanding your customer journey and how to identify the right apps to support your niche. Engaging in conversations with clients about the investment required for apps and software can be challenging. Learn how to approach these discussions with transparency and demonstrate the value that quality software can bring to their businesses.Join us at 12pm on 31 May 2023 for a webinar with Nextminute. The Power of Bookkeepers in the Trade & Construction Industry.Register here: https://us06web.zoom.us/webinar/register/WN_Oc1VOi2jRfmfn-3PYBNVhQ#/registrationResources:What do you need to know to start your bookkeeping practice? Take the Quiz6figurestartup.scoreapp.com ----------------------------------Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
On this episode of The Bookkeepers' Podcast, Jo and Zoe talk about how to get the most out of accountancy conferences as a bookkeeper. They've just returned from Accountex London and share their thoughts on how valuable events like this are for bookkeepers. Jo and Zoe discussed:- The size of the event- How welcome bookkeepers were at the event- Bookkeepers' Basecamp- Other events we'll attend this year in the UK- How to manage your time at accountancy conferences- The sessions Jo and Zoe were involved with Replays of two of Jo and Zoe's Accountex talks will be added to their YouTube channel in the coming weeks. Please subscribe on YouTube for updates. Resources:What do you need to know to start your bookkeeping practice? Take the Quiz6figurestartup.scoreapp.com ----------------------------------Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, we speak with Libby Walklett, founder of The Ethical Bookkeeper, about building her bookkeeping practice. Libby shares her insights on the challenges of being a part of the sandwich generation with caring responsibilities for her children and her parents and the flexibility needed to balance family and business. She also discusses the importance of ethics in business and the story behind the name of her practice.Libby shares her tips on how to keep motivated and focused on your goals, and the resources she uses to improve efficiency and effectiveness in her work. She also emphasises the importance of balance in both personal and professional life and shares how she achieved it.Additionally, Libby talks about how she built her confidence in business. She shares her insights on how to stop comparing yourself to others and focus on your own journey, and her tips on how to plan your time effectively to ensure you're not fully booked and can maintain a healthy work-life balance.Join us for this insightful conversation with Libby Walklett and learn how to build a successful bookkeeping business while maintaining a balanced life.Resources:What do you need to know to start your bookkeeping practice? Take the Quiz6figurestartup.scoreapp.com ----------------------------------Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, we speak with Kath Vincent, founder of Long White Cloud Accounting Ltd, about building a successful bookkeeping practice. Kath shares her insights on what it takes to build a bookkeeping practice that works for you.Kath talks about the importance of networking and finding the right clients that align with her values and expertise. She shares her tips on how to identify and attract ideal clients and how this approach has helped her grow her business.As a working parent, Kath emphasises the importance of flexibility and balance in her life and business. She shares how she delegates responsibilities and manages school holidays, as well as the apps and tools that help her leverage her time and be more efficient.Join us for an insightful conversation with Kath Vincent and learn valuable insights on building a successful bookkeeping practice.Resources:What do you need to know to start your bookkeeping practice? Take the Quiz6figurestartup.scoreapp.com ----------------------------------Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, we are joined by Will Farnell of Farnell Clark, and author of The Human Firm. Will talks about his journey in the accountancy industry and how his company has evolved over the years. Farnell founded his firm in 2007 with the purpose of changing the way accountancy services were delivered. He felt that clients were not receiving the support they needed.Will approached this problem by putting himself in the shoes of the client and identifying what was important to them. He realised that technology was the key to delivering better services, but over time, as technology has become widely available to all, he realises we've gone full circle and now need to focus once again on the human relationships we have with our clients. In this interview, Will openly shares the challenges he's faced at different stages of business, we discuss business growth whilst maintaining the human element our clients need, and simple ways to measure your success in becoming a human firm.The Human Firm is now available to buy on Amazon.Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Jo Wood & Zoe Whitman will be joined by AAT's Jonathan Stocks and Phoebe Muckian and our ambassador Libby Walklett to talk about practice licences and bookkeeping qualifications.In this episode, Libby Walklett explains her journey to starting her bookkeeping practice around caring for her parents and young family. Libby relocated and retrained and eventually set up her own business. The explain how to run a bookkeeping practice as an AAT member. They discuss:- the difference between becoming AATQB and MAAT- what level of training is required before applying for an AAT practice license- how to get support if you didn't complete your studies and are coming back to AAT- how much experience is required for an AAT license - what can be considered as experience for a practice license- funding that may be available for training through apprenticeships AAT Resources:Be your own Boss - become an AAT Licensed Bookkeeper or Accountant:https://www.aat.org.uk/prod/s3fs-public/assets/AAT_Be_Your_Own_Boss_guide.pdfApprenticeships:https://www.aat.org.uk/apprenticeshipsQualification fees and funding options:https://www.aat.org.uk/qualifications-and-courses/fees-fundingContact the AAT:Telephone: 0203 735 2468e-mail: customersupport@aat.org.uk------------------------------------------------------------Resources: What do you need to know to start your bookkeeping practice? Take the Quiz6figurestartup.scoreapp.com ----------------------------------Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Jo Wood & Zoe Whitman will be joined by Nicola Fallon to talk about how to get organised early when it comes to self-assessment submissions. In today's episode of The Bookkeepers' Podcast, we had the pleasure of speaking with Nicola Fallon, owner of Virtual Accounts and Taxes, about how she has been preparing for self-assessment season early. Nicola shared her inspiring story of how she started her bookkeeping practice after being made redundant and how she managed to grow it to 250 clients over just 20 months.During the podcast, Nicola discussed the processes she uses to maintain a top-level view of the clients she's managing and the work being completed by her team. She also shared some of the systems she uses to stay organised and communicate effectively with her clients.Nicola also talked about the types of clients she works with and how she divides her client base up into five different groups. This allows her to communicate with each group in a way that best suits their preferences and helps her to build stronger relationships with her clients.If you're a bookkeeper looking for some tips on how to prepare for self-assessment season, or you're interested in learning how to build and grow your own bookkeeping practice, this episode is a must-listen! Nicola's experience and insights are sure to provide you with valuable information and inspiration.Resources:What do you need to know to start your bookkeeping practice? Take the Quiz6figurestartup.scoreapp.com ----------------------------------Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode, we speak with Louisa Willcox, a successful bookkeeper who has successfully built passive income streams into her business. Louisa shares her insights on how she started and grew her passive income streams, and provides valuable advice for those who are interested in doing the same.Listen in as Louisa shares her experiences and insights on building passive income streams into your bookkeeping practice, and how to turn your efforts into long-term success.Resources:Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club------------------------------------------Louisa's Fundraising Linkjust4children.org/jaces-sdr-journey------------------------------------------Lisa Johnson's Race to Recurring Revenue GroupPlease note that we are affiliates for Lisa Johnson and may receive a commission when you use our affiliate link. https://zoewhitman--lisajohnsonstrategy.thrivecart.com/one-to-many/ Facebook group: bit.ly/6fbrrr ------------------------------------------The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
In this episode of The Bookkeepers' Podcast, Jo Wood talks to Alice Thompson from Moneypenny about how bookkeepers can benefit from having outsourced support with answering telephone calls and online chat.Alice explains what Moneypenny does and how they offer telephone answering and online chat services to businesses of all sizes. She goes on to discuss the differences between inbound and outbound calls and how having support can help bookkeepers focus on their work without interruption.They also explore the benefits of having a receptionist who is trained to understand the kinds of questions clients and prospects might have and can handle them appropriately. The amount of support can be increased or decreased depending on the bookkeeper's schedule and how much support they require.Jo and Alice also touch on the importance of not missing a call as it can damage the relationship with the client. They also discuss concerns about losing control and how businesses pay for telephone answering services.Alice goes on to explain how live chat works and how it can be installed onto a website. They also address the common misconception that only large businesses can afford to outsource support.Finally, Jo and Alice offer some tips on how to start outsourcing and discuss the types of businesses that commonly outsource telephone answering.Time Stamps:0:00 Introduction0:22 - Introduction to Alice from Moneypenny1:24 - Differences between inbound and outbound calls3:00 - How a telephone answering service is like having a receptionist4:10 - Why having support helps bookkeepers focus5:45 - How missing a call can damage the relationship with the client7:40 - Concerns about losing control9:45 - Payment for telephone answering services11:00 - How live chat works13:28 - Installation of web chat onto a website15:00 - Misconception about outsourcing support only being for large businesses16:30 - Tips on how to start outsourcing20:20 - Types of businesses that commonly outsource telephone answering22:00 ConclusionIf you're a bookkeeper looking for ways to improve your business, this episode is a must-listen!Resources:Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
In this short episode, we celebrate International Women's Day and direct you to a playlist with just some of the interviews we've recorded with the amazing 6 Figure Bookkeepers' Club community. Watch the full playlist here: https://youtube.com/playlist?list=PL-ZMG5ZIjwq3kWT4S3QaSoxW6_DKgw4aP Resources:Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
In this episode of The Bookkeepers' Podcast, we speak to business strategist and best selling author, Lisa Johnson about how bookkeepers can build passive income into their businesses. Lisa shares her expertise and insights into the world of passive income, explaining what it is and how it can be achieved by bookkeepers.We delve into the topic of whether bookkeepers have knowledge to sell and how to differentiate between what should be sold and what should be given away. Lisa also discusses her Fabulous Foundations Course and how it can help bookkeepers to build passive income streams.We explore how having a passive income stream can help bookkeepers to reach more people at a lower cost and the benefits of a semi-passive income stream or business. Lisa shares her tips on how to build an audience and what clues to look for when developing a passive income stream.We also discuss whether confidence is needed before starting to build a passive income stream, and Lisa provides valuable insights on the topic. Finally, we talk about Lisa's Race to Recurring Revenue challenge, which is a great opportunity for bookkeepers to learn more about building a passive income stream into their business.If you're a bookkeeper looking to increase your income and expand your business, this video is a must-watch. Lisa's expertise and insights provide valuable information and tips on how to achieve passive income and build a successful business.Please note that we are an affiliate for Lisa Johnson and may be paid a commission when you use our affiliate link. Join Fabulous Foundations for free this week: https://zoewhitman--lisajohnsonstrategy.thrivecart.com/ffo-birthday/Resources:Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
In this episode of The Bookkeepers' Podcast, we are joined by Max Tapsall of Crezco to discuss how bookkeepers and their clients can use open banking to make payments.Open banking gives an alternative to payment methods such as direct debit and bank transfer. We compare open banking to other payment methods like direct debit, bank transfer, and card payments. We also discuss how businesses can use open banking payments to make international payments.In this episode of The Bookkeepers' Podcast, we are joined by Max Tapsall of Crezco to discuss how bookkeepers and their clients can use open banking to make payments.Open banking gives an alternative to payment methods such as direct debit and bank transfer. We compare open banking to other payment methods like direct debit, bank transfer, and card payments. We also discuss how businesses can use open banking payments to make international payments. Time stamps:0:00 Introduction2:04 About Max Tapsall 3:45 What is open banking9:00 How open banking helps bookkeepers get paid and helps clients get paid and pay their suppliers12:15 Whether open banking payments replace other payment methods22:10 How Crezco is able to offer a free payment solution28:55 Questions from our audienceResources:Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
Episode 205: How To Get Your Practice Ready To Sell With Bev Flanagan by The 6 Figure Bookkeeper
On this episode of The Bookkeepers' Podcast, Jo Wood spoke to Danielle Fisher about how OverSuite by Sage can minimise risk in your bookkeeping practice. Jo Wood send engagement letters to her clients through OverSuite at the point of preparing the proposal and discusses how this has given her confidence that her contracts are watertight.Get a free trial of OverSuite for seven days when you sign up before 28 February 2023 by going to oversuite.com/signup/?offer=JWFEB23WEBResources:Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
As part of Bookkepers' Bootcamp Jo Wood was joined by their podcast sponsor, GoProposal by Sage's James Ashford to talk about how to price your services in a recession.In this thought-provoking interview, we sit down with James Ashford to discuss how bookkeepers should approach pricing during a recession. James provides insightful advice on how to build a successful business even in tough times. He sheds light on the problem with discounting and how it can harm a business in the long run. He also shares tips on how to turn things around if you haven't been pricing properly and emphasises the importance of taking responsibility and taking action. James also acknowledges that standing up to your clients and repricing is a tough decision, but highlights the mindset you need to have in order to do so effectively. Tune in to this video to gain valuable insights from James on how bookkeepers can get better at pricing and succeed in today's economy.Resources:Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
As part of Bookkeepers' Bootcamp Jo and Zoe will be joined by Charlie Day to talk about how you can still make sales during a recession.Charlie believes that women, in particular, have the skills needed to excel in sales. They are often natural problem solvers, great listeners and have a talent for building rapport with people. All of these skills are essential in sales. Women also tend to be more empathetic, which helps them understand their customers' needs better.The key to making sales during a recession is to focus on what the customer needs, rather than just trying to sell them something. People are more cautious with their money during a recession and want to know that they're getting value for their money. Bookkeepers are in a great position to provide that reassurance because they understand the financial aspects of a business.During the interview we discuss how one of the best ways to get better at sales is to hone your conversation skills. This means being able to listen to what the customer is saying and understanding their needs. It also means being able to explain your products and services in a way that the customer can understand. Charlie believes that the more you practice these skills, the better you'll become at them.Another key aspect of selling is being able to uncover problems that the customer may not even be aware of. This requires a deep understanding of the customer's business, and being able to ask the right questions.Resources:Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
The Bookkeepers' Podcast is all about discussing the latest trends and innovations in the bookkeeping industry. Today our guest is Colin Hewitt of Float, and we discuss how cash flow forecasting is a powerful tool for your clients. In this episode we discuss the importance of small businesses understanding their cash position and how bookkeepers can offer cash flow forecasting as an additional service. We also discuss how tools like Float integrate simply with existing accounting software, making forecasting cash flow as easy as pressing a button.Small businesses face a unique set of challenges, and one of the biggest of these is managing cash flow. A lack of visibility into their cash position can result in unexpected shortfalls, but knowing where they stand financially empowers business owners to make smart financial decisions.As with any service, adding cash flow forecasting relies upon effective communication with clients.Resources:Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
On this episode of The Bookkeepers' Podcast, we speak to Kathryn Frimond of Your Local Bookkeeper. Kathryn has not only grown her practice but she's done it under exceptionally challenging personal circumstances. This interview is a testament to the motivation and drive Kathryn has - and the support of the Success Lounge. Kathryn is the owner of a thriving bookkeeping practice that specialises in supporting sustainable businesses. Kathryn's niche has helped her attract ideal clients and grow her business through referrals.Kathryn shares how she found sub-contractors who wanted to help her keep her business running when she had to step away for personal reasons. Despite this adversity, Kathryn's business turnover has doubled, making her an inspiring example of someone who just gets things done.Kathryn also discusses her unique approach to software, choosing tools that align with her values of sustainability. This not only helps her provide better service to her clients but also helps her systemise her business, allowing her to grow even more.Join us as we delve into Kathryn's story, her journey to success, and the lessons she has learned along the way.Did you hear our interview with Kathryn Frimond?On this episode of The Bookkeepers' Podcast, we speak to Kathryn Frimond of Your Local Bookkeeper. Kathryn has not only grown her practice but she's done it under exceptionally challenging personal circumstances. This interview is a testament to the motivation and drive Kathryn has - and the support of the Success Lounge. Kathryn is the owner of a thriving bookkeeping practice that specialises in supporting sustainable businesses. Kathryn's niche has helped her attract ideal clients and grow her business through referrals.Kathryn shares how she found sub-contractors who wanted to help her keep her business running when she had to step away for personal reasons. Despite this adversity, Kathryn's business turnover has doubled, making her an inspiring example of someone who just gets things done.Kathryn also discusses her unique approach to software, choosing tools that align with her values of sustainability. This not only helps her provide better service to her clients but also helps her systemise her business, allowing her to grow even more.Join us as we delve into Kathryn's story, her journey to success, and the lessons she has learned along the way. Time stamps:0:00 Introduction1:00 Kathryn's background7:00 Kathryn's client base and niche11:30 How Kathryn works with her clients18:30 How Kathryn is changing her practiceResources:Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP -----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
We were so inspired by our conversation with Laura Green. Laura is the owner of LG Virtual Services and inspired us by her motivation to build a flexible business around her son after leaving her employer. Laura Green started her own practice after being made redundant from her previous job. She found her niche as a Virtual Assistant (VA) specialising in bookkeeping services after researching different options during the pandemic. With her personal circumstances changing after having a baby, Laura was looking for a flexible work arrangement and saw the potential for building a successful bookkeeping practice.Laura believes that niching in bookkeeping has been key to her success. By focusing on a specific area of expertise, she has been able to build a reputation as a knowledgeable bookkeeper who understands her specific sector. This has helped her attract the right clients and grow her business.Laura supports her clients with a range of bookkeeping services, but started out with VA services. Becoming clearer on her niche, she specialised and has recently expanded her offering to include advisory services such as cash flow management and reporting. To ensure that her clients receive the best possible support even when she's taking time out of the business to be with her son, Laura subcontracts these additional services to trusted professionals in the field.Over the past 12 months, Laura has more than doubled her turnover. This growth has been achieved by increasing her prices, expanding her service offering, and becoming more confident in her business.One of the biggest changes that Laura has made to her business is moving from hourly rates to fixed prices. While one client was initially unhappy about the repricing, Laura has found how to express her value to her clients and this change has given her more control over her time and workload. With a fixed price structure, she is able to provide a more consistent and predictable service to her clients.Laura's bookkeeping practice has given her the flexibility she was looking for. She now has Fridays off to spend with her son and was able to take three weeks off during the holidays. This has been possible because she relies on trusted subcontractors to support her business.Laura is an inspiration to others who are considering starting their own business. With determination, hard work, and a clear focus on her niche, she has built a successful bookkeeping practice that gives her the flexibility and freedom she was looking for. Her clients appreciate her expertise and the value she brings to their businesses, and she is proud to have established a reputation as a trusted and reliable bookkeeper.Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
Emma James of The Number Ninja is a successful business owner who has built her own bookkeeping practice from the ground up. Despite not initially enjoying networking events, she attended every one she could in order to find clients and grow her business. This persistence paid off, and within the first six months of starting her practice, she was able to refine her target client base, which allowed her to quickly move on clients who were not the right fit for her business.One of Emma's key challenges was finding a way to grow her business without having to bring on additional staff. She was keen to work alone and leveraged technology and automation to help streamline her processes and increase her efficiency, allowing her to handle more clients without having to increase her headcount.However, due to changes in her personal circumstances, Emma decided to bring on a team member. By reviewing her cost base, Emma was able to maintain and increase her profitability. Her focus on technology and automation meant she was already systemised and these systems made it easy to bring a team member onboard whilst managing challenging circumstance.The recent recession has been a challenge for many businesses, but Emma has been able to weather the storm thanks to her commitment to providing high-quality service to her clients. She has also been able to maintain her focus on her target client base, which has helped her to stay afloat during these difficult times.Emma's story is an inspiration for anyone looking to start their own business. Despite challenges and obstacles along the way, she has been able to build a successful and profitable bookkeeping practice, and is now working on her goal of removing herself from the bookkeeping work as much as possible. Her commitment to providing high-quality service and leveraging technology has been key to her success.Resources:Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
In this episode of The Bookkeepers' Podcast, we were joined by Catherine Morgan, business coach and financial expert. Catherine believes that our emotional relationship with money plays a significant role in shaping our financial goals and how we make financial decisions. This isn't just an issue for us, but also for our clients who may tie their emotions to money and may not even realize it. Understanding these emotions is an important step towards creating a healthier relationship with money and setting achievable financial goals - both for us and for our clients.Catherine suggests that we need to change our mindset from feeling like we "need" more clients to feeling we would like to attract more clients. This shift in mindset can help us focus on creating a positive and productive relationship with our clients and help them feel more comfortable working with us as financial professionals rather than attracting the wrong clients.When it comes to setting financial goals in a recession, Catherine stresses the importance of knowing your numbers. Understanding your current financial standing is essential in developing realistic goals that can be achieved within the current economic climate. This means being aware of your expenses, income, and profits, and using that information to create a comprehensive plan.One challenge that many businesses face in a recession is the pressure from clients to cut prices. Catherine suggests that instead of simply lowering prices, we can have a conversation with our clients about their financial concerns and offer solutions that can help them overcome these challenges. This can involve working together to find ways to reduce expenses or exploring alternative options for generating income.Finally, Catherine highlights the importance of helping clients worry less during these uncertain times. She suggests that as financial professionals, we can offer guidance and support to our clients to help them feel more confident and secure. This can involve having open and honest conversations about their financial situation, offering advice on how to handle their finances during a recession, and being available to answer any questions or concerns they may have.In this interview, we learn that setting financial goals in a recession requires a holistic approach that takes into account our emotional relationship with money, our current financial situation, and the needs of our clients. By focusing on creating a positive and abundant mindset, knowing our numbers, and being there for our clients, we can help them feel more confident and secure, and ultimately achieve our financial goals as well.Resources:Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises
Jo Wood and Zoe Whitman were joined by Vangelis Kyriazis from Syft Analytics to talk about how you can support your clients with management information.In this episode of The Bookkeepers' Podcast, we're joined by Vangelis Kyriazis from Syft Analytics to discuss how bookkeepers can offer advisory services, specifically during the recession. You'll learn:What we mean by advisory servicesHow bookkeepers add an introductory advisory serviceWhether every client needs advisory servicesHow to tailor advisory services to the needs of a business during the recessionHow to sell advisory servicesSpecific information to include on a one-page summaryWhy advisory services means more than calculating a few ratiosThere were some great gems of information in this episode and we hope you find it useful as you consider how to support your clients during this time.Resources:Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
In this episode of The Bookkeepers' Podcast we discuss practical ways to support your clients during the recession so you can continue to build your business.Small businesses need bookkeepers MORE THAN EVER! We also introduce you to Bookkeepers' Bootcamp, our free virtual 4-day event to help you grow your business. Register free at bookkeepers.training Small businesses are facing a multitude of difficulties right now, from shortages of staff, difficulty finding employees, and financial difficulties such as paying back loans and managing debt as well as seeing impacted revenues and rising costs. And seeing your clients facing difficulties may have you questioning the future of your own business. We need to remember that bookkeepers are just as important during difficult economic times and your services are needed regardless of financial difficulties. What you do goes beyond just bookkeeping, you are able to provide valuable insights and hold conversations about financial forecasting, cost-cutting, and analysis which gives additional value to your clients. Having these conversations and looking into the financial reports with the clients can bring more value than just simple cost cutting.In this episode we help you connect with the practical ways you can help clients during this time.Bookkeepers' BootcampJoin us from 6-9 February to discuss how to build a business during a recession and how to change the way you talk to clients. We want to help you understand your clients' needs better so you can support them at a higher level and change the way you position bookkeeping services to be seen as a non-negotiable investment. We will have guests speak about financial goal-setting and bookkeeping best practices. Bookkeeper' Bootcamp is a four-day event with three sessions a day designed to help you build a better business. Register free at bookkeepers.trainingResources:Are you 6 Figure Ready? Take our Quiz6figurebookkeeper.scoreapp.com ----------------------------------Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBook... ----------------------------------Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club -----------------------------------------BookOrder your copy of our bestselling bookThe Bookkeeper Rises -----------------------------------------CoursesFind out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------About our sponsorGet a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usWe help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.-----------------------------------------------Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
In this episode of The Bookkeepers' Podcast, we discuss the importance of having a Facebook business page for your business. We also touch on the concept of having both a personal brand and a business brand on Facebook, and how to effectively use both in order to grow your audience and find more clients. Having a business page is key for advertising on Facebook, but it's also important to interact with your audience as an individual. To effectively use Facebook to sell your services, it's important to have a clear understanding of the differences between a personal profile and a business page, and to find a balance between promoting your business and engaging with your audience on a personal level. ------------------------------------------About our sponsorGet a 30 day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usSee a full list of courses and ways to work with us at 6figurebookkeeper.com/linksJoin our free community and take our free training at 6figurebookkeeper.com/links
Episode 193: How to feel comfortable raising your profile: Lucy Sheridan by The 6 Figure Bookkeeper
Episode 192: How I'm building my personal brand to find clients: Claire Johnson by The 6 Figure Bookkeeper
As part of Bookkeepers' Bootcamp Zoe Whitman was joined by Audio Entrepreneur and Brand Strategist, James Burtt. They will be talking about what bookkeepers need to build their personal brand.They discussed:What personal branding isWhat the danger is for bookkeepers who don't invest time in their personal brandWhy bookkeepers need to build a personal brandHow bookkeepers can get knownHow to use podcasts to raise your profile-----------------------------------------------Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club See a full list of courses and ways to work with us at 6figurebookkeeper.com/links
Episode 189: How I'm building my personal brand online to find clients with Nicola Fallon by The 6 Figure Bookkeeper
Episode 191: How to present the "real you" to the world with Amanda Hutchinson by The 6 Figure Bookkeeper
Episode 190: What personal brand means to me with Lottie Saunders by The 6 Figure Bookkeeper
As part of Bookkeepers' Bootcamp our community ambassador, Leanda Daddow will be talking to you about how she prices MTD ITSA
You've decided to start your own Bookkeeping Business. 🥳Of course, you did a little happy dance as you completed your latest certification and set up your office space, but as you started to think about marketing and landing your first client, your knees buckled a bit.We get it! Despite the certifications and training, every Bookkeeper Business Owner felt the same tinge of fear when bringing their business online and building a personal brand.We have come together in this episode to help you out! and we 🤗 brought along a friend, Kayleigh Spowart of We County Accounts Ltd., to discuss: - How to build confidence without getting stuck in the hamster wheel of "needing to know more."- Dispelling the marketing myths that new bookkeepers make when they enter entrepreneurship.- What to do to find your brand's voice and message.- And lastly, we answer everyone's favorite marketing question, "where do I start?"So tune in, take notes and get ready to launch your Bookkeeping business with confidence!Episode Highlights And Takeaways:00:00 Introduction00:52 Kayleigh loved her corporate career as an accountant, but after giving birth to her second child, she knew it was time to launch her business. Listen as she shares how she built her business and confidence while on maternity leave.03:25 Are you looking for a sign that it's time to add the title of a business owner to your resume? Listen as we share our personal experiences and what led us to take the plunge.06:20 Recognizing your transferrable skills is critical in any career, but often we need to learn how to believe in our skillset. In this talk, Kayleigh shares how she overcame Imposter Syndrome through focus. She'll explain how you can do the same to feel capable no matter your situation.10:30 It's too easy to get caught up in the "I need more" mindset. Learn how to recognize fact from fiction and avoid procrastination disguised as learning.10:45 The mystery of marketing as a new entrepreneur- Kayleigh dispels the myths we tell ourselves and shares what's working now in marketing for Bookkeepers.14:06 Your first post is like your first kiss; it's awkward, nerve-wracking, and can easily be a disaster IF you overthink it. Hear how Kayleigh took that first step to find her brand's voice and message and why documenting your journey is crucial to your success.16:03 Stuck on finding your brand's personality? Listen as we share tips on finding your unique voice and message and what you do when you're stuck in a creative rut.20:09 Social media marketing has become so cumbersome that we need to remember its primary purpose. Kayleigh shares how to keep the social aspect of social media, plus the one key factor you must consider when marketing your service.27:35 Launching your Bookkeeping Business? Here is how you can start marketing today, even if you have 0 followers and 0 reach.Resources:Find out more about Jo and Zoe by following us on YouTube. ----------------------------------CommunityJoin our free community, The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club-----------------------------------------BookOrder your copy of our bestselling book, The Bookkeeper Rises from Amazon-----------------------------------------CoursesFind out more about The Bookkeepers' 6 Month Success Programme at 6figurebookkeeper.com/6Join our Bookkeepers' Startup programme at 6figurebookkeeper.com/startup------------------------------------------About our sponsorGet a 30 day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usSee a full list of courses and ways to work with us at 6figurebookkeeper.com/linksJoin our free community and take our free training at 6figurebookkeeper.com/links-----------------------------------------------ConnectConnect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
Philippa Haynes joined Jo Wood & Zoe Whitman for Bookkeepers' Bootcamp to talk about how to show up for your personal and business brands
Ashley Leeds will be joining Zoe for Bookkeepers' Bootcamp to talk about how bookkeepers can build a personal brand on LinkedIn.In this conversation, Ashley and Zoe discussed:- How to curate your LinkedIn feed so you're part of the right conversations- What it means to have a personal brand- Why your personal brand and reputation matter- How to define your core values - Why we shouldn't worry about everyone working with us- How to get comfortable with getting known- How to get started on LinkedIn- How to be consistent on LinkedIn- What gets engagement on LinkedInFind out more about Ashley Leeds at 15mins.day Buy Ashley's new book 15mins.day/bookRead Ashley's blog 15mins.day/blogFind out more about Jo and Zoe by following us on YouTube. ----------------------------------CommunityJoin our free community, The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club-----------------------------------------BookOrder your copy of our bestselling book, The Bookkeeper Rises from Amazon-----------------------------------------CoursesFind out more about The Bookkeepers' 6 Month Success Programme at 6figurebookkeeper.com/6Join our Bookkeepers' Startup programme at 6figurebookkeeper.com/startup------------------------------------------About our sponsorGet a 30 day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usSee a full list of courses and ways to work with us at 6figurebookkeeper.com/linksJoin our free community and take our free training at 6figurebookkeeper.com/links-----------------------------------------------ConnectConnect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club
On this episode of The Bookkeepers' Podcast, Zoe Whitman was joined by Rachael Howourth and they discussed how bookkeepers can charge more for BOOKKEEPING Services.Rachael is a sales coach and business mentor. She helps them to package their services and sell them with confidence. Rachael teaches permission based selling and how to sell in a way which feels good. During the interview, Zoe and Rachael discussed:What it means to package services and how to do thatHow to move from selling a service to selling a packageWhat to do if you're uncomfortable quoting your high priceHow to watch sales calls back and what to look forWhy sandwich-selling doesn't workHow to brag about yourself without feeling ickyHow testimonials will boost your confidenceWhat to do if you've been underpricing and you need to increase your pricingWhy bookkeepers make great mentorsHow mentoring can build your skillset as a bookkeeper _______________________Rachael HowourthFind out more about Rachael by connecting with her on Instagram @Rachael Howourth Connect with Rachael on Facebook and LinkedIn.________________________Mentoring with Enterprise NationFind out more about mentoring with Enterprise Nation here: @Enterprise Nation TV https://www.enterprisenation.com/help-to-grow-mentor/?utm_source=local_leader&utm_medium=refferral&utm_campaign=helptogrow&utm_content=rachaelhowourth_______________________6 Figure Bookkeepers' ClubConnect with us in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.clubVisit us at 6figurebookkeeper.com Order your copy of The Bookkeeper Rises at 6figurebookkeeper.com/shopFind out about our courses at 6figurebookkeper.com/courses
This video is a recording of a talk Jo Wood and Zoe Whitman gave at Accountex Manchester in November 2022. They discussed the hourly rate for bookkeeping and the differences between what is charged by bookkeepers and accountants in the UK, why those differences might exist, and how to charge more for the bookkeeping service you provide. In the talk they discussed the results of a pricing survey they ran for bookkeepers and accountants in the 6 Figure Bookkeepers' Club their free Facebook Community. Find out more about Jo and Zoe by following us on YouTube. ----------------------------------Order your copy of our new book The Bookkeeper Rises at 6figurebookkeeper.com/shopFind out more about The Bookkeepers' 6 Month Success Programme at 6figurebookkeeper.com/6Join our Bookkeepers' Startup programme at 6figurebookkeeper.com/startup------------------------------------------About our sponsorGet a 30 day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------About usSee a full list of courses and ways to work with us at 6figurebookkeeper.com/linksJoin our free community and take our free training at 6figurebookkeeper.com/links
In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman go behind the scenes on the story of their new book our this month, November 2022, The Bookkeeper Rises. The Bookkeeper Rises is available to pre-order right now at 6figurebookkeeper.com/shop. In this episode, Jo and Zoe discuss:- Why they decided to write The Bookkeeper Rises- Who The Bookkeeper Rises is for- How they wrote the book- The challenges they've faced - How bookkeepers can apply their lessons to their own personal branding efforts- What you'll learn by reading The Bookkeeper Rises- What you will learn from other bookkeepers' stories in The Bookkeeper RisesPre-order The Bookkeeper Rises now for £12.99 at 6figurebookkeeper.com/shopFind out more about The 6 Figure Bookkeeper at 6figurebookkeeper.com
In this episode of The Bookkeepers' Podcast, Zoe Whitman was joined by Abigail Rogers to talk about how we can be more mindful about our thoughts and beliefs about the recession. There's a huge amount of doom and gloom on the news and as number people it's easy to get hyper focussed. How do you stay aware of relevant news without falling into an anxiety trap which holds you back? On this episode of The Bookkeepers Podcast we welcomed the opportunity to talk to Abi Rogers about how you can cope with your thoughts and anxieties during this turbulent economic time. If you're worried about losing clients or clients not being able to pay you, then you'll enjoy this episode as Abi shared advice and tips to help you to feel less anxious and more in control.In this episode we covered:- Business owners fears and concerns at the moment- Practical ways to approach a recession- How to switch your thinking to focus on your targets and opportunities - Why cutting our prices isn't the best way to help your business- How to help people see your value- Designing interactions with potential clients which are right for this time- Tuning into and rationalising your thought patterns - The importance of deciding where we focus our attention and energy--------------------------------------------About our guestsConnect with Abi Rogers and download her free audio series at abigailrogers.com/freebies--------------------------------------------About our sponsorGet a 30 day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP --------------------------------------------About usJoin The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.clubFind out more about The 6 Figure Bookkeeper at 6figurebookkeeper.com/links
Should you run payroll from within your accounts software or use an external piece of software. Jo believes that payroll should be treated as a completely separate service run by payroll experts, but how does that work in practice for small practices? On this episode of The Bookkeepers Podcast we loved speaking to Paul Wood of Jo Wood Virtual FD and Rachel Quinn of Bright about everything from pricing payroll to submitting payroll at the click of a button, to integrations between different accounts tools. We think you'll love this episode. We covered:- Why payroll shouldn't be charged at an hourly rate- How the value of payroll should be discussed with your clients- Whether to run payroll within your accounts software or through an external software- Recent changes for Bright, acquisitions and connectivity with Accountancy Manager and BTC- Practical questions about elements of Bright including the move to the cloud _________________________________About our guestsConnect with Bright at https://brightsg.com/ _________________________________About our sponsorGet a 30 day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP _________________________________About usJoin The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.clubFind out more about The 6 Figure Bookkeeper at 6figurebookkeeper.com/links
This week Jo Wood & Zoe Whitman will be joined by Stuart Miller, Head of Product Compliance & Industry Engagement at Xero. In his role, Stuart makes sure all Xero products are aligned and compliant with current and proposed legislation in the UK. A key part of this is regularly engaging with regulatory bodies like HMRC. Here's here to talk to us about how we can prepare and get our clients ready for MTD for ITSA.MTD for ITSA is a topic we need to keep talking about and keep talking to our clients about so it was great to have the opportunity to speak to Stuart who is so knowledgeable. We discussed everything from how the challenge of single agency, to how bookkeepers need to see the value to their clients of quality of their bookkeeping. Timestamps0:00 Introduction1:37 About Stuart's role at Xero4:35 Agency for MTD8:30 Why bookkeepers are perfectly placed to support clients with MTD17:50 How to stay up to date with MTD developments25:02 Pricing for MTD36:15 How to start the conversation about MTD------------------------------------------------------------------------Find out more about XeroFind out more at xero.com----------------------------------------------------------------------About usJoin The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.clubFind out more about The 6 Figure Bookkeeper at 6figurebookkeeper.com/linksJoin The Bookkeepers' Startup ProgrammeBook a discovery call about The Bookkeepers' 6 Month Success ProgrammeWatch the full podcast episode on YouTube or listen wherever you get your podcasts.
In this short episode we introduce you to Goproposal by Sage, our new sponsor!Jo has been using GoProposal now for 2 years and it's made a significant impact on how she has conversations with her clients around pricing.Find out more in this episode of The Bookkeepers' Podcast and get a free trial of GoProposal by heading to goproposal.com/signupYou can find out more about The 6 Figure Bookkeeper at 6figurebookkeeper.com.
On this episode of The Bookkeepers' Podcast we loved speaking to Suzy Ashworth. Suzy works with impact driven leaders who want to make a difference in the world. We see ourselves as a caring community and we want to support our clients with achieving their goals but often we fail to see the value of what we do.
This is an open, honest and emotional conversation about seeing our value and choosing to build our belief.
Can we really just choose to see that we're valuable? Suzy thinks you can and in this interview Suzy talks about how she built her own confidence and belief.
We learned that when you show up with a different energy, you show up differently. And when you show up differently from other bookkeepers and accountants people pay attention. They think "this is interesting, I want to know more" and those people want to spend and invest more.
About Suzy's Ashworth's Wealth Expansion Experience Find out more at bit.ly/6fbwealth
About us Join The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club Find out more about The 6 Figure Bookkeeper, our courses and programmes at 6figurebookkeeper.com/links Book a discovery call about The Bookkeepers' 6 Month Success Programme 6figurebookkeeper.com/call
Next week we're diving into three days of live workshops for our Autumn Reset. Are you joining us?
We're running three days of live workshops designed to help you know your ideal client, see where you add the most value, and set a plan for the final quarter.
During this week's episode of The Bookkeepers' Podcast we spoke about why goal setting is so important in the current economy and how you can make the most of 2022 by setting goals right now.We hope you'll find this episode inspiring as we head into the last part of the year. We cover:
Why we should set goals in business Why smaller goals can help you make more progress The importance of accountability Whether The Autumn Reset is right for you
About The Autumn Reset Find out more about The Autumn Reset at 6figurebookkeeper.thinkific.com/courses/reset
About us Join The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club Find out more about The 6 Figure Bookkeeper at 6figurebookkeeper.com/links Join The Bookkeepers' Startup Programme Book a discovery call about The Bookkeepers' 6 Month Success Programme
Jo Wood & Zoe Whitman will be joined by Andrew & Pete to discuss how you can launch your bookkeeping services.
The Bookkeepers' Podcast - Episode 175 How to market your bookkeeping services with Andrew and Pete
Andrew and Pete are an amazing sales and marketing duo and we were so excited to have the opportunity to speak to them for episode 175 of The Bookkeepers' Podcast.
They shared how building your business through referrals doesn't allow you to predict or control your business's growth, and shared a three step process for finding clients.
Andrew and Pete went into detail on how to: 1. Create content that creates an audience, 2: Create hand-raiser content, and 3. Follow up
Andrew and Pete discussed how your audience can be built through any platform which feels good for you and which is used by your customers.
We think you'll find this episode inspiring and value-packed if you're ready to build your marketing strategy. We covered: How to feel confident in being visible How to decide which platform to use What to share How to build relationships online Whether you should focus on networking events or online marketing How to get started with marketing How to plan your content (and your schedule) How to get your audience to reach out to you consistently How to follow up with prospects
About our guests Connect with Andrew and Pete andrewandpete.com Find out about Atomicon at atomicon.co.uk
About us Join The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club Find out more about The 6 Figure Bookkeeper at 6figurebookkeeper.com/links Join The Bookkeepers' Startup Programme Book a discovery call about The Bookkeepers' 6 Month Success Programme
Watch the full podcast episode on YouTube or listen wherever you get your podcasts.
Andrew and Pete are the business duo who help small business owners scale their business so they can stop swapping time for money. They have a weekly YouTube show and run one of the UK's leading marketing membership communities, called ATOMIC. Winners of the 'Digital and Social Media Company of the Year Award', and also 'Business Personality of the Year Award'. As the authors of two hit books, 'The Hippo Campus' and 'Content Mavericks' they regularly keynote international conferences such as Social Media Marketing World and have been featured on sites such as Inc., Huffington Post, Social Media Examiner, Convince and Convert, Entrepreneur on Fire and Kim Garst. They are ranked in the top 100 digital marketers in the world and host one of Europe's largest small business growth conferences, ATOMICON happening in Newcastle-upon-Tyne. You can find out more about them at: www.andrewandpete.com
In this episode of The Bookkeepers' Podcast, Zoe Whitman and Jo Wood spoke to Rebecca Williams of Eccounting Made Easy and Sarah Twigg of Twigg Accountancy Services about starting a bookkeeping practice in 2022.
Rebecca and Sarah both started their practices in 2022, they've worked with us on The Bookkeepers' Startup Programme and The Bookkeepers' 6 Month Succses Programme and we've loved following their journeys as they've found clients and flourished.
We think you'll find this episode inspiring and thought-provoking if you're thinking about starting your own practice. We covered: Sarah and Rebecca's backgrounds and why they started their practices How they've found clients The importance of visibility Whether it matters if you have a background in practice How to find support with your questions
________________________________________________________________________________ About our guests Connect with Rebecca Williams on Facebook Follow Rebecca's YouTube channel Miss Finance Tutorials Connect with Sarah Twigg on Facebook Follow Sarah's YouTube channel Midnight Butterfly Designs ________________________________________________________________________________ About us Join The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club Find out more about The 6 Figure Bookkeeper at 6figurebookkeeper.com/links Join The Bookkeepers' Startup Programme 6figurebookkeeper.com/startup
In this episode of The Bookkeepers' Podcast, we spoke to Mat Wilson of Einstein Marketer about getting started with marketing your bookkeeping practice. As an expert in Facebook Ads, our conversation naturally turned to advertising.
We discussed how paid advertising such as Facebook ads can help you reach more of your ideal clients, how to get started with marketing online, and how much you should expect to spend on a paid marketing campaign.
We think you'll find this episode interesting if you're thinking about advertising on Facebook to find clients. We covered:
The first thing you should do when it comes to marketing your business online Whether you need to spend on paid advertising When it's the right time to advertise your practice through a paid ads campaign How much Facebook advertising costs How to choose the right platform to market your practice What a sales funnel Why you might want a lead magnet The Entrepreneur's Marketing Conference (EMC)
Timestamps 0:00 Introduction 4:20 The first thing you should do when it comes to online marketing 7:30 Is it enough to rely on organic growth 9:00 Using cold outreach to market your business 11:50 Which clients are using Facebook 15:00 Different types of ads 19:50 Marketing 101: Sales Funnels and Lead Magnets 27:20 Why you need an email list 32:05 The Entrepreneur's Marketing Conference (EMC)
__________________________________________________________________________________ About our guests Connect with Mat Wilson at Einstein Marketer https://www.einsteinmarketer.com/
Register for the Entrepreneur's Marketing Conference https://bit.ly/6fbemc
(Please note that this is an affiliate link and we may receive an incentive or commission when you use this link to register for the event). __________________________________________________________________________________ About us Join The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club Find out more about The 6 Figure Bookkeeper at 6figurebookkeeper.com/links
Watch the full podcast episode on YouTube or listen wherever you get your podcasts.
The Bookkeepers' Podcast - Episode 172 How to manage the accounts payable function for your clients
In this episode of The Bookkeepers' Podcast, Zoe Whitman and Jo Wood spoke to Glen Foster of Libeo about the most effective way to manage your clients' accounts payable processes.
Owners of the smallest businesses are often quite happy making a handful of payments per month, but as businesses grow and evolve, many business owners are quite overwhelmed with paperwork. Of course, that's where a great bookkeeper can come in and take control of the full process, giving the business owner back their time and giving them peace of mind that everything is in hand.
And there are additional benefits for the business owner. They may be able to optimise cash flow more effectively with a bookkeeper managing the timing of payment runs, a bookkeeper may also be able to manage the full payment process. Having access to clients' bank accounts however is not the right solution for some business owners - or bookkeepers. On this episode of The Bookkeepers Podcast we enjoyed speaking to Glen Foster about how the accounts payable function can be run in the best way, and how tools like Libeo can help bookkeepers manage payments for their clients.
We think you'll find this episode interesting if you're thinking about how best to help your clients with this service. We covered:
- The challenges for small businesses when it comes to payments
- The challenges for bookkeepers with the traditional methods of offering accounts payable services
- The value of accounts payable services and charging for the service
- How Libeo works
Timestamps 0:00 Introduction 1:04 What is Libeo 1:51 The challenges for business owners when it comes to payments 6:38 What should bookkeepers consider for an accounts payable process 9:11 How regularly to speak to your clients about accounts payment 12:36 The value of the accounts payable function 16:08 How to price accounts payable 19:27 The challenge with access to bank accounts 20:38 How checking and validating invoices helps avoid invoice fraud 21:42 How Libeo works
About our guests Find out more about Libeo at Libeo.io About us Join The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club Find out more about The 6 Figure Bookkeeper at 6figurebookkeeper.com/links
Watch the full podcast episode on YouTube or listen wherever you get your podcasts.
In this episode of The Bookkeepers' Podcast, Zoe Whitman spoke to Emma James and Leah Crowfoot about building a flexible business.
When Leah Crowfoot started her business, she needed to work within school hours so she was able to look after her young family. When Emma James started her business, she was looking for a solution that gave her location-independent work, allowing her to travel with her partner while he worked overseas.
They've both gone on to build businesses that serve their own unique needs and which have changed as their needs from work have changed.
On this episode of The Bookkeepers Podcast we loved hearing from Emma and Leah as we discussed how to go about building a more flexible business, and whether it really is possible to run your business outside of the expected 9-5.
We think you'll find this episode thought-provoking if you want to build a flexible business or if you just want to have some time out this summer without returning to a backlog of work. We covered:
Different needs for flexible working How to create a flexible business How to speak to your clients about flexible working hours How to manage expectations from clients about being in the office Being realistic with yourself about what you can achieve Knowing what's important for you as you build your own business Managing your response times to clients Setting boundaries with your clients Whether running a flexible business loses you clients Designing a business that is right for the future How time blocking can help with structure Bringing support in to give you more time
About our guests Connect with Emma James at thenumber.ninja Connect with Leah Crowfoot at https://www.linkedin.com/in/leahcrowfoot/
About us Join The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club Find out more about The 6 Figure Bookkeeper at 6figurebookkeeper.com/links
The Bookkeepers' Podcast - Episode 170
Why you need to build a brand for your bookkeeping business
In this episode of The Bookkeepers' Podcast, Zoe Whitman and Jo Wood spoke to Penelope Allard of Wild Bookkeeping and Philippa Haynes of Insight 101 about building a professional brand for bookkeeping businesses
When Penelope Allard decided to rename her bookkeeping practice, she and her family spent brainstorming new names. But nothing stuck.
It's one of the biggest branding stumbling blocks that bookkeepers in our community face. Their name. And that's what Penelope was looking for. A name. And that final ingredient a logo.
It's one of the first things we think about when we start out in business. "What will I call myself?". Should you use your own name as the name of your practice, or something meaningful to you? Where do you start?
On this episode of The Bookkeepers Podcast we loved speaking to Penelope Allard about the journey she went on to rebrand as Wild Bookkeeping.We loved learning why her brand is just so her, and what you should consider when naming your own business. We were also joined by Philippa Haynes from Insight 101, who helped Penelope through the branding process using psychology.
We think you'll love this episode. We covered:
Why brand is more than a name and a logo
What is business branding?
What is a personal brand?
Should bookkeepers name their practices after themselves?
What should you call your bookkeeping practice?
The benefits of professional branding for your team and for your clients
Why branding guidelines are important and what they should include
Penelope's journey of rebranding as Wild Bookkeeping
Timestamps 0:00 Introduction 1:02 Penelope Allard's journey 4:25 About Philippa Haynes 7:32 Our expectation that branding is about a logo and a name 9:08 Considerations when choosing a business name 12:47 Why shouldn't you use your own name for your bookkeeping business? 14:12 Why an interesting name can be a conversation starter with prospects 16:29 What's the difference between a business brand and a personal brand 29:40 What Penelope's clients though of the rebrand 32:15 What do you need to consider to build brand guidelines 34:40 Can you do your own branding?
About our guests Connect with Penelope Allard at wildbookkeeping.co.uk Connect with Philippa Haynes at insight101.co.uk
About us Join The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club Find out more about The 6 Figure Bookkeeper at linktr.ee/6fb
Watch the full podcast episode on YouTube or listen wherever you get your podcasts.
James Ashford from GoProposal by Sage joins Jo and Zoe for a special episode of The Bookkeepers' Podcast during Bookkeepers' Bootcamp to talk about how to price your bookkeeping services.
Jo and Zoe were joined by Laura Day-Henderson to talk about how she's built her bookkeeping practice.
Julianna Nagy joins Jo and Zoe to talk about how she's built her successful bookkeeping practice as part of June Bootcamp
As part of Bookkeepers' Bootcamp Jo and Zoe were joined by members of their bookkeeping community, Emma James and Karen Kennedy to discuss how they price their services.
Zoe was joined by Leah Crowfoot from The 6 Figure Bookkeepers' Club to talk to Pete Scott as part of Bookkeepers' Bootcamp. They discussed how to price your services with confidence.
As part of bookkeepers' bootcamp Jo and Zoe spoke to Kathryn Vincent of Long White Cloud Accounting Ltd. They discussed how she got her business started, how she finds clients and what her niche is, what her plans and goals are and what advice she would give to bookkeepers who are just starting out.
In this special episode for Bookkeepers Bootcamp Jo Wood was joined by The 15 Minute Guy: Ashley Leeds along with Nicola Fallon and Emma James from The 6 Figure Bookkeeper community. They discussed how we can turn our connections into paying clients.
As part of Bookkeepers' Bootcamp Jo and Zoe were joined by Nikki Gundy, we will hear her story, find out what her tips are for goal setting, advice on making progress and whether you actually need to get up early in a morning to be motivated.
As part of Bookkeepers' Bootcamp, Jo Wood & Zoe Whitman were joined by Sophie Davis, a chartered management accountant with over 18 years experience. Sophie is now employed part-time as a Finance Director providing strategic finance support to a profit-for-purpose hospitality company whilst spending the rest of her week sharing expertise and best practice with other small and medium sized businesses through virtual FD and advisory services.
They talked about how Sophie is finding clients, what advice she would give to bookkeepers' just starting out and what are plans are for the next year.
In this episode of The Bookkeepers' Podcast, Jo & Zoe spoke to Elizabeth Carter from Iris about Iris Elements. During the conversation they spoke about how Senta had been acquired by the Iris group in 2021 and what that meant for existing Senta customers moving over to Iris.
They discussed the transition from Senta to Iris Elements Practice Management and what it would look like for existing and new users of the software. For new users of Iris elements they talked about the benefits of using the software, how to sign up, how to data transfers between Iris Elements and Iris Elements Suits (previously known as Taxfiler)
Elizabeth also answered questions from the audience. Listen to find out more about how Iris Elements can help to support your practice and compliment your business goals.
Join Jo Wood & Zoe Whitman to find out all you need to know about Bookkeepers' Bootcamp, and why it's something you don't want to miss!
We were joined by Tony Stevenson from FreeAgent to talk about Boost week and why Bookkeepers' should not miss it!
Tony helps accountants and bookkeepers to get the most out of FreeAgent’s award-winning online accounting software. Tony spent the first 10 years of his career in practice as a corporate tax consultant before moving into the cloud accounting software industry. Since then, he has used his extensive knowledge and experience to support both small businesses as well as their accountants and bookkeepers through cloud accounting software.
Join FreeAgent for Bookkeeper Boost Week: five days of free webinars and workshops to help you re-energise your practice! You’ll come away with industry insights and practical advice to help you boost your bookkeeping business in 2022 and beyond.
https://www.freeagent.com/bookkeepers/boost-week-2022/?utm_source=speaker&utm_medium=referral&utm_campaign=bk_week_speaker_sharing_pracqui_comms
During the podcast you will discover why Boost week is focusing on bookkeepers, how to register for the event, what you can expect from Boost week and what sessions you really won't want to miss.
6figurebookkeeper.club
In Episode 157 of The Bookkeepers' Podcast we spoke to Scott Gregory about how you can achieve anything you want.
Scott Gregory, author of Achieve Anything is also an investor, entrepreneur, daily blogger, speaker and success coach who encourages people to reframe their thoughts and transform their lives. Using examples from his own life experience and that of others, Scott reveals a clear path to success by sharing his unique view on the power of process.
Scott grew up on a dairy farm in rural Canada dreaming of living a life full of adventure and achievements.
He went on to live and work on four continents, run marathons, learn languages, become an investment banker and a Senior Executive of a FTSE 100 company.
During that time, Scott also took some big breaks and spent more than two years travelling around the world. He’s hiked the heights of Mt. Kilimanjaro, dived the depths of the Great Barrier Reef and enjoyed the ups and downs of bungy jumping.
Scott wants you to achieve your dreams too!
To this end, Scott wrote his new book, Achieve Anything, to help you get started on those dreams and turn them into a reality. Scott’s book has become an international bestseller, having reached bestseller status on Amazon in 7 countries including the UK, the US and India. It even reached #1 in Japan recently.
Scott has recently recorded his audiobook and it is now in final editing. It should be out and available on Audible, and other platforms, by mid-June 2022.
To find out more about Scott, read his blog or book, or get in touch, head over to scottgregory.co.uk where you’ll find information, links and his social media details.
Find out more about Scott at scottgregory.co.uk
Today we were joined by Rebecca Williams to talk about how she's building and marketing her new practice. Rebecca also hosts the YouTube channel Miss Finance Tutorials and has recently written and recorded a course. We'll be learning about her journey and delving into how you can market your practice.
Links for Rebecca Youtube channel link:https://www.youtube.com/c/MissFinanceTutorials Rebecca started her youtube channel back in June 2020 to help individuals who are using excel in their home or working environment as well as individuals currently studying towards any finance qualification including ICB, AAT, ACA, ACCA, CIMA, CIPFA and small business owners looking for answers around accounting.
Facebook group: Rebecca also runs a facebook group for students currently studying ICB, AAT and other accountancy qualifications. https://www.facebook.com/groups/813116915891471/
Here is a link to the excel course she has created: https://financebasics.uk/excel-for-beginners-course/
Connect with Zoe and Jo in the free community, the 6 Figure Bookkeepers' Club at 6figurebookkeeper.club Connect on Instagram at instagram.com/6figurebookkeeper
In this episode of The Bookkeepers' Podcast, Jo and Zoe were joined by Melissa Curran to talk about how to build a high performing team.
They discussed: How to employ people who create a great team culture How to motivate teams to get the best results How to make sure that our team is as invested in our business and results as much as we are How to manage people when we are new to management Why it is important to be a great leader How to improve relationships in our teams when things haven't been going to plan
Find out about Melissa at https://www.modernmindgroup.co.uk/
Connect with Zoe and Jo in the free community, the 6 Figure Bookkeepers' Club at 6figurebookkeeper.club
This week Jo & Zoe were joined by Caroline Hobden to talk about the Accountex show. Find out everything you need to know!
6figurebookkeeper.club
In this episode of The Bookkeepers' Podcast, we spoke to Darren Glanville of Fathom about how bookkeepers can get started with advisory services.
We covered: - Where to start with advisory - The challenges small businesses face and need support with - What kind of information we can provide - Why you shouldn't create a generic reporting pack and sen it to everyone - Some ideas about pricing - What to do if somebody needs a report urgently
Fathom have kindly offered members of The 6 Figure Bookkeeper community a 14 day free trial of Fathom and an exclusive discount of 30% off of the software for the first three months. You can access that saving here: https://app.fathomhq.com/signup/6FIG30
Join our free community at 6figurebookkeeper.club and find out more about what we do at 6figurebookkeeper.com You can also connect with us on Instagram instagram.com/6figurebookkeeper
On this episode of the bookkeepers' podcast Jo Wood & Zoe Whitman spoke to Nick Elston. They discussed how you can build confidence in order to share your business story. They touched upon mental health, self belief, mindset and how it impacts your confidence.
You can get in touch with Nick here: www.nickelston.com (website) https://www.linkedin.com/in/nickelston/ (LinkedIn) https://www.youtube.com/c/NickElston (YouTube)
Join Jo Wood & Zoe Whitman with this week's guest James Kilpatrick from Hammock. They will be talking about the benefits of using accounting software which is for a specific niche.
Jo Wood & Zoe Whitman were joined by Nicky & Sharon from Discover Your Bounce. They discussed how we can bring our own personal stories into our businesses and how we can prioritise our health even though we're running our own businesses.
In this special episode of The Bookkeepers' Podcast Jo Wood & Zoe Whitman are joined by Dan Cockerton to talk about everything we need to know about the Digital Accountancy show and why bookkeepers' need to be there.
Today Jo Wood & Zoe Whitman will be joined by FreeAgents, Gem Malek and Theresa Quin.
Gem Malek, Regional Account Manager - FreeAgent (award-winning accounting software) Gem works closely with accountants and bookkeepers at FreeAgent to ensure they’re getting the most out of the software. She helps practices and their small business clients prepare for Making Tax Digital (MTD) through her one-to-one consultations, providing tailored action plans. Gem is from St Andrews and moved to Edinburgh seven years ago to attend Napier University. In her spare time, Gem loves to bake bread, listen to true crime podcasts and catch up on binge-worthy Netflix shows.
Theresa Quin, Sales Development Representative - FreeAgent (award-winning accounting software) Theresa supports accountants and bookkeepers at the very beginning of their FreeAgent journey - guiding them through the Partner Program and helping them to grow along the way. This involves learning all about their practices, helping them get to grips with the software and supporting them with positioning FreeAgent to their small businesses clients. Outside of work, Theresa is studying Seasonal Yoga and loves getting out on her bike and taking in the wonderful Scottish scenery.
They will be talking about MTD deadlines, their upcoming MTD week and they will touch on various topics relating to MTD that bookkeepers need to be aware of.
For the final session of bookkeepers' bootcamp Jo Wood & Zoe Whitman were joined by Steph Merrill to find out how she build her successful bookkeeping practice.
Jo Wood & Zoe Whitman were joined by Osmaan Sharif to discuss how to stop your mindset sabotaging your business growth
Jo Wood & Zoe Whitman were joined by James 'Fireproof' Ashford to talk about how to price value into your bookkeeping packages.
Kim Sones will be joining Jo Wood & Zoe Whitman for Bookkeepers' Bootcamp to talk about how she has successfully built her bookkeeping practice.
Find out more about The Bookkeepers' 6 Month Success Programme at 6figurebookkeeper.com/6 and see our offers at 6figurebookkeeper.com/offer
As part of Bookkeepers' Bootcamp Jo Wood & Zoe Whitman will be joined by Kim Searle to find out how you can build your confidence to believe and trust in yourself.
We enjoyed a guided "hypnotation" focussed on building our confidence, and we learnt how we can develop more trust in our abilities.
Find out more about Kim at kimsearle.com
Soundcloud hypnotations to help people: https://soundcloud.com/user-504730182 Kim's YouTube channel: https://www.youtube.com/c/KimSearleHypnotherapyBasingstoke/videos
Connect with us in The 6 Figure Bookkeepers' Club at 6figurebookkeeper.club and find out about our course and offers at 6figurebookkeeper.com/6
Day 3 of Bookkeepers' Bootcamp and Jo Wood & Zoe Whitman were joined by Ashley Leeds to talk about how you can raise your profile as an expert on LinkedIn.
You can join bootcamp for free, sign up here: https://www.6figurebookkeeper.com/bootcamp
Jo Wood & Zoe Whitman were joined by Leanda Daddow to talk about how she is building her successful bookkeeping practice
You can still sign up to bootcamp here: https://www.6figurebookkeeper.com/bootcamp
Jo Wood & Zoe Whitman were joined by Abi Rogers as part of Bookkeepers' Bootcamp. They will be talking about how you can overcome imposter syndrome in order to become more visible.
You can sign up for bootcamp for free here: https://www.6figurebookkeeper.com/bootcamp
As part of Bookkeepers' Bootcamp Jo Wood and Zoe Whitman were joined by Pete Scott for a Sales and Confidence Masterclass to show you how to sell your bookkeeping services at a higher price.
Jo Wood & Zoe Whitman were joined by Emma Crawford-Falekaono, Head of EMEA at Ignition for a special episode of The Bookkeepers' Podcast. They talked about everything you need to know about the Women In Accounting Awards, including why bookkeepers should enter them, why it's beneficial for bookkeepers to nominate themselves for awards, what happens when you're shortlisted for awards and they spoke about the rebrand of ignition.
Find out more here: info.ignitionapp.com/women-in-accounting-hub
Emma has over 15 years’ experience in Commercial, Accounting, Finance and Business Strategy environments across NZ, AU, US and UK. She started her career with a global accounting firm before taking time out to deploy with the British Military. Emma has spent the last decade on senior leadership teams of successful technology businesses including Xero, Tradify and Ignition. She founded Bastion Consulting Services in 2018, delivering consultative services to a range of international clients.
https://www.facebook.com/groups/6figurebookkeeper/
This week we were invited to speak to Ashley Leeds for his 15 minute show about Bookkeepers' Bootcamp. We were joined by Leanda Daddow who will be speaking during the week about her journey.
Register for Bookkeepers' Bootcamp at 6figurebookkeeper.com/bootcamp
This is what's involved when you work with us in The Bookkeepers' 6 Month Success Programme. You receive six months' access to our Accountability Package which includes; 2 x monthly Q&A calls Weekly office hour calls Weekly accountability sessions Monthly finances session Monthly sales and mindset session
Find out more at 6figurebookkeeper.com/6
You can now register for our next exciting Bookkeepers' Bootcamp.
Bookkeepers' Bootcamp is our free virtual event for bookkeepers running from 14th- 18th March 2022. Everyone is welcome!
We'll be bringing you training and advice to build your bookkeeping practice this spring, and we'll be taking you through our 4-step RISE Framework which will help you find clients.
Register for free at 6figurebookkeeper.com/bootcamp to receive email updates about our guests and schedule for Bookkeepers' Bootcamp.
We've already confirmed that we'll be joined by Osmaan Sharif of the Get Out Your Way podcast, we're speaking to Abi Rogers, business and mindset coach, and some of our amazing bookkeepers including Leanda Daddow of Celtic Bookkeeping and Kim Sones of Sones Accountancy Services.
Let's make March 2022 an amazing month for your business.
Register for free at 6figurebookkeeper.com/bootcamp
FAQs Is Bookkeepers' Bootcamp Free? Yes! Please register at 6figurebookkeeper.com/bootcamp
How do I join the sessions? Most sessions will be held in The 6 Figure Bookkeepers' Club on Facebook - there will also be some sessions on Zoom, register at 6figurebookkeeper.com/bootcamp to ensure you have the joining details
I can't join live, will there be a replay? Absolutely! All sessions will be available on replay until 22nd March at midnight GMT
I'm not in the UK, is this relevant for me? Yes! We don't teach technical bookkeeping skills, we're here to support you in growing your bookkeeping business
I haven't started my bookkeeping practice yet, is this for me? Absolutely! Come along and be inspired! You're going to have such a head start when you start your business.
How do I register? Head to 6figurebookkeeper.com/bootcamp
Do I have to receive the emails? You will be added to our mailing list when you register - you can unsubscribe at any time. Privacy policy at 6figurebookkeeper.com/legal.
Is there another way to get the updates? Yes! If you're in the UK, text 6FB to 66777 and receive text alerts just before we go live. You'll be charged for one standard network rate message when you sign up. It's free to receive messages from us. You can cancel by texting STOP to 66777 at any time. Privacy policy at 6figurebookkeeper.com/legal.
How do I register for Bookkeepers' Bootcamp again? Head to 6figurebookkeeper.com/bootcamp
We loved speaking to Sarah Twigg today about starting her bookkeeping practice in the past six weeks. She already has four clients!! We discussed: What motivated Sarah to start her own practice How she’s designed a business so she can meet her personal goals Sarah’s tips for building a new practice and getting leads How Sarah’s used her Facebook profile to find leads How being a helpful person helps you build your reputation
Find out about The Bookkeepers’ Startup Programme at our discounted price for February 2022 at https://6figurebookkeeper.thinkific.com/bundles/valentine and get your free training on what bookkeepers do day to day.
Connect with Sarah Twigg on Facebook
Join us in The 6 Figure Bookkeepers' Club at 6figurebookkeeper.club
Join us for a live episode of The Bookkeepers' Podcast as we speak to Amy Spillard, Head of Partnerships at Senta by IRIS.
We'll be discussing how practice management software can help you build and take control of your practice.
Senta are delighted to offer 6 Figure Bookkeeper members an exclusive 20% discount from the standard £29 monthly fee, for your first 12 months. See the full details in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club.
All you need to do is sign up here for a free 30-day trial and notify us that you are members of the 6 Figure Bookkeepers' Club.
https://bit.ly/3umkXuR
Today Jo Wood & Zoe Whitman will be joined by Ingrid Jansen and Lesley Spellman who are two Professional Organisers and Declutterers from the UK who pride themselves on promoting a fun and enjoyable decluttering journey with realism at the core. Ingrid helps clients one to one in London as Organise Your House and Lesley in Manchester as The Clutter Fairy.
They will be telling us why bookkeepers' should declutter and how to do it!
Connect with Ingrid and Lesley Their weekly podcast is called The Declutter Hub Podcast declutterhub.com/podcast Find out about their membership at members.declutterhub.com Join their facebook community at facebook.com/groups/declutterhubcommunity
The Bookkeepers' Podcast is sponsored by Senta: https://bit.ly/3nUWN6O
Today on The Bookkeepers' Podcast Jo Wood & Zoe Whitman are joined by Email Marketing Hero's Rob & Kennedy.
Rob and Kennedy's mission is to save the world from that grubby old-fashioned email marketing we've all grown to loathe, and give others the tools to become the Email Marketing Heroes in their small businesses.
Wherever you happen to be in your relationship with email marketing, Rob and Kennedy are here to help you make more sales and grow your business by sending more emails that people love receiving.
You can connect with them here:
The Email Marketing Show – www.TheEmailMarketingShow.com (and on all podcast players) Join us each week for irreverent chat and wit on the subject of better email marketing. Featuring the most annoying intro track in the world.
Twitter: @robandkennedy Our weekly Tweet Chat is #EmailHour every Thursday at 3pm ET / 8pm UK Instagram: @robandkennedy Facebook Group About Email Marketing: https://www.facebook.com/groups/emailmarketingshow/
Survey Software: www.ResponseSuite.com ResponseSuite is a revolutionary survey platform build with sales and marketing features to turn feedback into actionable insight and, sales.
Email Marketing Blog – www.EmailMarketingHeroes.com Our online hub of training, events, courses and programs.
The Bookkeepers' Podcast is sponsored by Senta by Iris. Find out more about Senta at bit.ly/3nUWN60
Join us in The 6 Figure Bookkeeper's Club at 6figurebookkeeper.club
Today on The Bookkeepers' Podcast, we were joined by Michelle Lewis, founder of Visibility Vixen®, to talk about using colour psychology as part of your branding strategy.
We discussed: - Prioritisng your clients' emotions when choosing your brand colour - The role of secondary colours - Whether it's ok to choose your favourite colour for your branding - Why the industry favours blues - How to try out new colours - The importance of colour for your personal brand
Michelle Lewis, founder of Visibility Vixen®, is a Visibility + Publicity expert who specializes in helping floundering brands identify their unique brand color, inject meaning into their messaging + attract their dream customers through her signature Color Course.
Michelle's $27 colour kit which includes templates, a brand colour quiz and colour personalities breakdown at https://www.visibilityvixen.com/a/2147499324/miJvmwWf
Connect with us in our free Facebook community at 6figurebookkeeper.club
Today Jo Wood & Zoe Whitman will be joined by SEO and Website conversion expert Limarah Crathorne. They will be talking about how you can get the best out of your website in order to create new leads.
We discussed why bookkeepers need websites How to make sure your website is found online Why you should use google my business The requirements for anyone setting up a business What to include on a home page Other pages to include What SEO is and how to maximise it's benefits How to help your clients take action on your website What a lead magnet is How to use a lead magnet to build leads.
Find out more about Limarah and Convert More, and find the templates she mentioned here:
Website - https://www.convert-more.com/ Homepage template example - https://www.convert-more.com/homepage-template Lead magnet landing page - https://www.convert-more.com/landing-page-checklist SEO checklist - https://www.convert-more.com/seo-checklist Blog - https://www.convert-more.com/blog Instagram - @convertmoreonline
Join our free community of bookkeepers at 6figurebookkeeper.club
Find out about The Bookkeepers' 6 Month Success Programme at 6figurebookkeeper.com/6 or book a discovery call at bit.ly/6fbdiscovery
The Bookkeepers' Podcast is sponsored by Senta by Iris. Senta is cloud-based practice management software for accountants and bookkeepers. Find out more about how Senta can help you build your bookkeeping practice by visiting senta.co
Join our free community of bookkeepers at 6figurebookkeeper.club
On this episode of The Bookkeepers' Podcast Jim Scott, Managing Director of Iris Software talks to Jo Wood and Zoe Whitman about how you can power up your practice by using the right technology.
Jim discusses how technology has changed over his time in the industry and what we might expect for the future. He discusses why Iris acquired Senta and we announce Senta as our new sponsor of The Bookkeepers' Podcast.
Join our free community of bookkeepers at 6figurebookkeeper.club
Find out about The Bookkeepers' 6 Month Success Programme at 6figurebookkeeper.com/6 or book a discovery call at bit.ly/6fbdiscovery
The Bookkeepers' Podcast is sponsored by Senta by Iris. Senta is cloud-based practice management software for accountants and bookkeepers. Find out more about how Senta can help you build your bookkeeping practice by visiting senta.co
Join our free community of bookkeepers at 6figurebookkeeper.club
We were joined by The Bookkeepers' Bootcamp sponsor: Dext We discussed with Freddie Minns how Dext can support you when building your bookkeeping practice.
On our last day of bookkeepers' bootcamp we were joined by Lara Manton who is a bit of an expert when it comes to software! Lara tells us how her business has grown by investing in the right software and getting the right support buy outsourcing.
6figurebookkeeper.com/bootcamp
As part of Bookkeepers' Bootcamp Jo Wood & Zoe Whitman were joined by FreeAgent's Gem Malek to talk about building your confidence about MTD.
6figurebookkeeper.com/bootcamp
On this special episode of the Bookkeepers' Podcast we were joined by Dani Wallace aka Queen Bee as part of the Bookkeepers' Bootcamp. Listen to find out how to get the attention of your ideal client. 6figurebookkeeper.com/bootcamp
Today as part of the Bookkeepers' Podcast we spoke to Kristy Glenister about how she is building her bookkeeping practice. 6figurebookkeeper.com/bootcamp
Leah Crowfoot joined Jo Wood and Zoe Whitman on the Bookkeepers' Bootcamp to tell us how she increased her fees with confidence and how you can too! 6firegurebookkeeper.com/bootcamp
On this episode of The Bookkeepers' Podcast Jo Wood & Zoe Whitman were joined by Sales Mentor and Business Strategist, Rachael Howourth. They discussed how bookkeepers can sell with confidence.
On this session of Bookkeepers' Bootcamp Jo Wood & Zoe Whitman are joined by Hannah Roper.
Hannah has built upon over 20 years experience as a teacher and learning expert plus over six years of marketing and branding experience, obtained through creating her country music alter ego, Lily Garland, creating and facilitating a 3-day country music festival, Country on The Coast and running a health and wellness network marketing business.
They discuss how to build a business around your family and how to put your business ideas into action.
You can sign up for Bookkeepers' Bootcamp for free here: 6figurebookkeeper.com/bootcamp
James Ashford joined Jo Wood & Zoe Whitman for Bookkeepers' Bootcamp to talk about how bookkeepers' can be confident with their pricing. They talk about:
- The problems bookkeepers' face with pricing
- Why it's essential to make more money
- How to get away from the hourly rate
- How to change what you've been doing for years!
You can get involved with Bookkeepers' Bootcamp for free, find out more here: 6figurebookkeepers.com/bootcamp
As part of Bookkeepers' Bootcamp Jo Wood & Zoe Whitman were joined by Zoe Lacey Cooper to talk about how CPD can help to build your confidence.
Zoe is the manging director for CPD Store (part of OmniPro) who offer core technical online CPD training, and prior to that was the portfolio director on the Accountex portfolio of exhibitions and virtual summits. She has extensive knowledge within the global accountancy ecosystem, working closely with top accounting influencers, accounting associations and the leading technology providers, as well as working within media and events for over 20 years. Zoe is a regular contributor to numerous webinars, blogs, interviews and is delighted to be selected as a judge on numerous accountancy awards, including the Sage Impact Awards. Zoe brings a different perspective to the judging panel, utilising her influential “outsider” role within the accounting profession.
Find out more about our free bootcamp here: 6figurebookkeeper.com/bootcamp
As part of Bookkeepers' Bootcamp, Ashley Leeds joined us for a special episode of Mindset Training. 6figurebookkeeper.com/bootcamp
In this special Episode of The Bookkeepers' Podcast, Psychologist, Mentor and Accountability Coach, Baiju Solanki joined Jo Wood & Zoe Whitman as part of the Bookkeepers' Bootcamp. Baiju told us how we can create a 'game plan' for our bookkeeping businesses.
In this episode of The Bookkeepers' Podcast, Jo Wood & Zoe Whitman were joined by Abigail Barnes to discuss how bookkeepers' can make better use of their time and plan more efficiently.
We discussed: - How to manage your to-do list when you feel overwhelmed - How to manage a project when you're already busy - How to change your habits - How to improve your productivity
We discussed how being overwhelmed is the result of the way you have been doing things, and the activities you have been doing are what has resulted in you getting to this point.
Abigail suggested we do a very simple audit of our time so we can recognise where we're spending our energy and then make a decision about how we want to manage our time in the future.
We discussed how you can reframe your thoughts about time. Why we value other peoples' time over our own and how we can choose what we're allowed to achieve.
This was an incredibly useful session as we go into the Christmas holidays.
You can find out more about Abigail Barnes at successbydesigntraining.com/time-management-for-entrepreneurs-professional-buy-now/ Connect with Abigail on Instagram at instagram.com/abarnesauthor, YouTube t youtube.com/c/AbigailBarnesAuthor and Facebook at facebook.com/abigailbarnesauthor. Buy Abigail's book at bit.ly/BUYYOURCOPY
Our incredible online event for Bookkeepers starts on 3rd January and it's completely FREE. Register to secure your free place and find out about all the speakers at 6figurebookkeeper.com/bootcamp We want to make your 2022 the most successful ever with more clients and more money flowing into your business. Join us there to kick start your year.
6figurebookkeeper.com/bootcamp
For this episode of The Bookkeepers' Podcast, Jo Wood & Zoe Whitman were joined by Baiju Solanki, CEO and founder of EnSpirit Global: Through coaching, training and speaking, EnSpirit serves to inspire, educate and connect the entrepreneurial spirit in all of those who wish to live their best life. Baiju is an award-winning businessman and TEDx speaker.
In this episode, Jo and Zoe spoke to Baiju about how we can achieve our full potential as entrepreneurs, including: - How we can get out of our own way when we need to push ahead - How we can change the story we're telling ourselves - How we can base what we do on truth rather than assumptions - How we can take action even when we feel like giving up - How to set goals which align with the impact we want to create - How to ensure our actions move us forward
Find out more about Baiju and his scorecard at https://changeyourgamescorecard.com/
The Bookkeepers' Podcast Episode 114
Today Zoe Whitman is joined by Mike Goldsmith and Jo Birtwistle to talk about AccountingWEB Live Expo in Coventry on 1-2 December 2021. They discuss: - What's coming up at the Expo - Why bookkeepers should attend - How to get verified CPD points from the events - Who will be speaking - The exhibition - The three sessions Zoe and Jo will be hosting and joining as panelists - Why they chose Coventry - Accessing recordings of the event The AccountingWEB Live Expo is free to attend, you can register at accountingwebliveexpo.co.uk Join us in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club.
Did you know we have a book coming out in 2022? Register for updates at 6figurebookkeeper.com/book
This week Jo and Zoe will be joined by Richard Fletcher. Richard is an up-beat, down to earth coach, who helps people make more money without spending a lot of money. When Richard claims to make his clients richer, he isn’t joking or talking about small sums here and there. It’s not unusual for Richard’s clients to make between 10K and 20K in a couple of weeks, by implementing Richard’s tailored plans and advice.
On this episode we discussed: How content marketing can be as simple as writing one post for Facebook each day which is relevant to your audience How to overcome fear of showing up online How to respond to comments from trolls - if you ever are as unfortunate to receive this kind of feedback How even negative comments are helpful for your content Why it's important to know your ideal client How to choose the right platform to market your business Whether you need an ideal client avatar How knowing some things about your ideal client will help you refine your content.
Connect with Richard Fletcher on Facebook or listen to his podcast Five Minute Marketing Daily.
Join us in the 6 Figure Bookkeepers' Club at 6figurebookkeeper.club
Did you know, we have a book coming out in 2022? Be the first to know, register your interest at https://www.6figurebookkeeper.com/book
In today's special episode of The Bookkeepers' Podcast, Zoe Whitman interviews Jo Wood, owner of Jo Wood Virtual FD Ltd, and winner of The Institute of Certified Bookkeepers' Large Practice of the Year 2021. Jo's grown her bookkeeping practice to 12 employees in less than two years and is a shining example of the success bookkeepers can have in building a business which supports them and their families when they have a clear vision and plan for growth. This is exactly what we teach our members of The Bookkeepers' 6 Month Success Programme. You can join our community for free at 6figurebookkeeper.club
In this episode of The Bookkeepers' Podcast, Jo Wood & Zoe Whitman were joined by Chris Downing of Sage to discuss the delay of MTD.
They discussed:
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The background of MTD for ITSA. Making Tax Digital for Income Tax and Self Assessment was due to come into play in April 2023 but has been deferred until April 2024. It affects unincorporated businesses and landlords who will need to report a business updated to HMRC quarterly and keep digital records, generating an estimated tax liability. They will then produce and end of year statement. In April 2025 general partnerships will also be brought into the scheme.
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The number of businesses who will be affected: 3.5 million will be affected in April 2024 and another 0.5 million in April 2025.
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How MTD will help small businesses to have a better view of business performance
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The general sense within the profession of the delay to MTD
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How to plan to implement MTD
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How MTD for ITSA is an opportunity to press the reset button for every practice.
Connect with Jo and Zoe in The 6 Figure Bookkeepers' Club at 6figurebookkeeper.club
Rachael Howourth is a sales mentor and joined us on The Bookkeepers' Podcast to share her tips for how bookkeepers can make more sales with confidence.
We discussed her CUPID model for making sales (Connect, Understand, Position, Isolate, Diarise). We discussed questions we can ask prospects on sales calls, the purpose of those calls and where they fit best into our conversations. We also covered why it's so important to niche and know our clients, how to get in their heads, the "sales bridge", how to use clients' pain points and our solutions in our messaging, how we can ask qualifying questions ahead of sales calls, and when and how to follow up after sales calls.
Find out more about Rachael Howourth by connecting with her on Instagram @mysalesmentor. You can also listen to Rachael's weekly podcast, Building Online Sales Success wherever you listen to your podcasts.
Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club 6figurebookkeeper.club.
In this episode of The Bookkeepers' Podcast, Jo and Zoe were joined by Robin Waite, business coach and host of The Fearless Business Podcast to talk about how bookkeepers can niche.
We discussed: - Why you should niche as a bookkeeper (or accountant) - Why you shouldn't be afraid of niching resulting in loss of clients or restricting your growth - Three different ways we can niche.
We discuss niching by industry (market niche) regularly with our community. We discussed how you might start to identify that niche and connect with them in the best way.
We discussed productising a service which serves that niche, and how that focus can help you make sales.
We also spoke about why you shouldn't copy prices of other bookkeepers and what it would mean financially for a business to increase prices, even if that price rise resulted in a fall in demand.
Find out more about Robin at robinwaite.com. Connect with Jo and Zoe in The 6 Figure Bookkeepers' Club 6figurebookkeeper.club
The Bookkeepers' Podcast Episode 109 12/10/21
Jo Wood and Zoe Whitman are joined by Caroline Cant. They will be talking about how you can standardise processes in your bookkeeping practice.
They learn: - How to choose the software for bookkeeping - How to choose software for other systems - Why it's important to standardise processes across all clients - How standardising processes helps with running a bookkeeping business day to day - How to handle client-resistance to new systems - How bookkeepers can choose software and standardise processes
Jo Wood & Zoe Whitman will be joined by, successful, innovative and creative entrepreneur: Kimba Cooper.
Kimba has been using Gamification in her personal and business life to improve results and meet her goals for as long as she can remember.
As well as running a flourishing business, in her spare time, she’s a sponsored hula hooper and has used gamification to outsell the other sponsees by 10x.
Gamification has enabled Kimba to improve all aspects of her business leading to more sales and greater results for everyone involved. Whether it’s engagement on social media posts, an increase in the number of people completing her courses or showing up live to online events, better participant retention in her challenges and memberships or getting higher quality testimonials.. everything she’s gamified has seen a marked improvement!
Kimba has gamified other areas of her personal life too, to help her fit in extra reading, exercise regularly, or learn new skills (all while having fun!)
Kimba now helps other businesses to apply gamification techniques to boost results for themselves and their customers/members. By working in this way everyone is a winner!
We discussed: What gamification is what gamification is used for how bookkeepers can gamify everything from marketing to getting their clients to supply their paperwork.
You can connect with Jo and Zoe in the 6 Figure Bookkeepers' Club on Facebook https://www.facebook.com/groups/6figurebookkeeper
Connect with Kimba at kimbadigital.com Take Kimba's gamification quiz at thegameplanquiz.com
The Bookkeepers' Podcast episode 107 On today's broadcast Jo Wood & Zoe Whitman will be joined by Celso Pinto, CEO of Pixie.
We discussed how you can avoid overwhelm in your business. We covered: How being part of a support group can improve your state of mind How to choose a system to improve your processes and organisation How to consider what’s urgent and important in your business How to start with mapping out processes Why it's important to standardise tasks Why you should document processes for your staff and team
Find out more about Pixie at usepixie.com Connect with Jo and Zoe in The 6 Figure Bookkeepers' Club at 6figurebookkeeper.club
On today's podcast Jo Wood and Zoe Whitman are joined by Anna Lake to discuss how we can learn from the feedback we get from clients.
We discussed:
- Why you should ask your bookkeeping clients for feedback
- How to ask for feedback from clients you suspect aren't completely happy
- Different methods for collecting feedback
- How to deal with bad feedback
- Questions you can ask to invite feedback
Connect with Anna at Annalakeconsulting.com Download Anna's free resource at annalakeconsulting.com/get-started-with-client-listening/ Connect with Jo and Zoe in The 6 Figure Bookkeepers' Club at 6figurebookeeper.club
Andrew and Pete; international keynote speakers, ATOMIC founders, authors and YouTubers, are the multi award winning business duo who help small business owners scale their business so they can stop swapping time for money, and today they joined Jo Wood & Zoe Whitman for the final day of Bookkeepers’ Bootcamp week.
You can get involved by joining The 6 Figure Bookkeepers' Club on Facebook https://www.facebook.com/groups/6figurebookkeeper/
Andrew & Pete talked to Jo and Zoe about;
Why it’s important to create content which stands out How we can be ourselves but also be a little bit bold with what we do Whether it’s essential to be on every social media platform What people want to see more of that nobody's doing enough of The future for social media
You can connect with Andrew & Pete here: https://www.atomic.site https://www.instagram.com/andrewandpete/ https://twitter.com/AndrewAndPete
To receive further updates on Bookkeepers’ Bootcamp register here: https://www.6figurebookkeeper.com/bootcamp
As part of Bookkeepers’ Bootcamp week Jo Wood & Zoe Whitman spoke to Karen Kennedy, who decided to leave her job in October 2020, mid pandemic and hasn’t looked back since. You can get involved by joining The 6 Figure Bookkeepers' Club on Facebook https://www.facebook.com/groups/6figurebookkeeper/
Karen loves to help small business owners in her local community run better businesses and her 'why' is her family. She lives in the Scottish Highlands and would probably win an award for the best office views ever!
Karen told Jo and Zoe;
About her office view About starting her accountancy practice The reason behind her decision to rebrand What rebranding has meant for her practice How she uses social media to find clients What advice she would give to somebody starting a bookkeeping practice right now
You can connect with Karen here: website https://kennedy.pfweb.dev/ Insta @kennedyaccountancy FB Kennedy Accountancy Linkedin Karen Kennedy CA
To receive further updates on Bookkeepers’ Bootcamp register here: https://www.6figurebookkeeper.com/bootcamp
Jo Wood & Zoe Whitman spoke to Craig Moore, as part of Bookkeepers’ Bootcamp week. You can get involved by joining The 6 Figure Bookkeepers' Club on Facebook https://www.facebook.com/groups/6figurebookkeeper/
After being employed as a Credit Manager for many years and becoming a single parent Craig needed to re-evaluate the amount of time he was working in order to be around for his daughter. He started thinking about becoming self-employed, and bookkeeping seemed like a good fit due to his experience of finance from his corporate career. It has been an interesting journey for Craig doing qualifications and starting to build a business, but definitely a worthwhile one.
Jo and Zoe spoke to Craig about his motivation behind becoming a bookkeeper, how long he's been in business, his clients and how it feels to be a guy in a predominately female, pink group of bookkeepers!
Craig offer advice to men out there who are considering joining The 6 Month Success Programme and starting their own bookkeeping practices.
To receive further updates on Bookkeepers’ Bootcamp register here: https://www.6figurebookkeeper.com/bootcamp
You can connect with Craig here: https://www.linkedin.com/in/craig-moore-micb-a75b463/
Today Janet Murray joined Jo Wood & Zoe Whitman, as part of Bookkeepers’ Bootcamp week. You can get involved by joining The 6 Figure Bookkeepers' Club on Facebook https://www.facebook.com/groups/6figurebookkeeper/
Janet Murray is one of the UK's leading content marketing experts.
She’s the creator of the Courageous Content Planner - an A4 desk planner packed with content ideas/prompts, planning templates, and checklists. And she’s the founder of Courageous Content Live - a virtual content planning event for coaches, creatives and entrepreneurs. Janet is also the host of the Courageous Content podcast and is a keynote speaker. She has spoken on big stages all over the world including The Youpreneur Summit (London), CMA Live (Edinburgh), Inbound (Boston, USA), Tribe (Nashville) and the Marketing Business Summit (Milan). Janet also has ADHD (Attention Hyperactivity Deficit Disorder) and is (in her own words) ‘one of the most disorganised people on the planet’. Making her one of the unlikeliest people in the world to launch a desk planner. She puts her unlikely success down to creating easy-to-follow systems and processes to help her stay productive (strategies that work for anyone who struggles to stay focused). Janet spoke to Jo and Zoe about; The importance of good social media content The best way to create a content plan How we can come up with unique content ideas What you can do if you're struggling for time to post on social media Advice for people who feel afraid of posting on Social Media
To receive further updates on Bookkeepers’ Bootcamp register here: https://www.6figurebookkeeper.com/bootcamp
Jo Wood & Zoe Whitman were joined by Empowerment coach, Ruth Petralifi as part of Bookkeepers’ Bootcamp week. You can get involved by joining The 6 Figure Bookkeepers' Club on Facebook https://www.facebook.com/groups/6figurebookkeeper/
Ruth Petralifi is an Empowerment Coach and Soul Activator, helping empower leaders and change makers across many industries to transform their lives by discovering their innate power to create a life that promotes one of self acceptance, joy and balance. Ruth holds a Diploma for Professional Hypnotherapy and Quantum healing and is an international, best-selling author. She is passionate to help clients live their life with passion, happiness and inner confidence – away from a life of anxiety, pain and discontent.
Jo and Zoe spoke to Ruth about; The best ways to handle imposter syndrome Signs of self-sabotage The steps that we can take to feel more comfortable about being visible online
You can connect with Ruth here: https://www.facebook.com/exquisitelyenough
https://www.linkedin.com/in/ruth-petralifi-9a2717173/
https://www.instagram.com/ruthpetralifi
www.ruthpetralifi.com
To receive further updates on Bookkeepers’ Bootcamp register here: https://www.6figurebookkeeper.com/bootcamp
Today Helen Pritchard joined Jo Wood & Zoe Whitman, as part of Bookkeepers’ Bootcamp week. You can get involved by joining The 6 Figure Bookkeepers' Club on Facebook https://www.facebook.com/groups/6figurebookkeeper/
Helen Pritchard has worked with hundreds of thousands of business owners on their LinkedIn strategies through her famous free 5 Day Challenges, webinars, podcasts, guest experts and speaking on stages all over the world. Helen and her team have created over £3m in revenue through her flagship LinkedIn Mastermind programme since she started teaching her methods of generating leads on LinkedIn to entrepreneurs in 2017. Now she’s coming to give us no-nonsense, simple, actionable training we can implement the very same day to get started on our own LinkedIn marketing activities.
Jo and Zoe discussed with Helen;
Why she think LinkedIn is an important part of a bookkeepers' marketing strategy What's new on LinkedIn What the opportunities are for bookkeepers who do something a bit different to stand out How bookkeepers can be different Advice for people who haven't logged into their LinkedIn account for a while
You can connect with Helen: Facebook - https://www.facebook.com/helenpritchardonline
Instagram - https://instagram.com/helenpritchardonline
Website - https://helenpritchardonline.com/
LinkedIn - https://www.linkedin.com/in/helenpritchard/
To receive further updates on Bookkeepers’ Bootcamp register here: https://www.6figurebookkeeper.com/bootcamp
Today Jo Wood & Zoe Whitman were joined by Nicola Fallon, owner of VA&T, as part of Bookkeepers’ Bootcamp week. You can get involved by joining The 6 Figure Bookkeepers' Club on Facebook https://www.facebook.com/groups/6figurebookkeeper/
After spending 30 years working in corporate finance roles for companies such as NatWest Bank, BOC, ITV and Jardine Lloyd Thompson (JLT), Nicola decided to set up her own business, so that she could share her knowledge and help more people. Nicola’s aim is to support and guide individuals and business owners with their accounting and tax compliance requirements and to provide support and advice to help small businesses grow using the latest technology and software available. Outside of work Nicola love’s music and football, which are passions she shares with her husband, 3 grown up children and her parents (you could say it's in the blood). She is a born and bred Salford girl and was a teenager in the "Madchester" days, so that's where her musical taste lies.
Jo and Zoe asked Nicola; About her background. Why she decided to start her own bookkeeping practice How she launched her practice The most stressful aspects of starting alone How she finds new clients What running her own practice means to her Advice she would give to someone thinking of leaving a job to start their own practice
To receive further updates on Bookkeepers’ Bootcamp register here: https://www.6figurebookkeeper.com/bootcamp
Jo Wood & Zoe Whitman were joined by Ashley Leeds, the vibrant and engaging Full Cup Coach as part of Bookkeepers’ Bootcamp week. You can get involved by joining The 6 Figure Bookkeepers' Club on Facebook https://www.facebook.com/groups/6figurebookkeeper/
His workshop turns LinkedIn lurkers into LinkedIn lovers with his happy and motivational flair. Just 15minutes with Ashley each day over a week makes his cohort, a collection of accountable and eager participants. With over 30 years of experience within sales, Ashley empowers, promotes and encourages sustainable "daily habits". He has spent 14 years working more specifically with Accountants and Bookkeepers, truly believing that "if you look after your contacts and customers, everything else falls into place". A client/customer centric attitude is at the heart of everything Ashley does and teaches. His energy and zest for life makes him a compelling mentor and coach as he builds his brand to success.
Jo and Zoe spoke to Ashley about;
Why bookkeepers should use LinkedIn How bookkeepers can connect with new potential clients How you should approach people when connecting with them How to take people from LinkedIn to a call How regularly you should post on LinkedIn Content you should post on LinkedIn How to up your game on LinkedIn
You can connect with Ashley: Website www.fullcupcoaching.co.uk LinkedIn https://www.linkedin.com/in/ashley-leeds-15-minute-guy/ Instagram https://www.instagram.com/fullcupcoaching/
To receive further updates on Bookkeepers’ Bootcamp register here: https://www.6figurebookkeeper.com/bootcamp
Karen Kennedy launched Kennedy Accountancy in October 2020 to allow her flexibility around her young children.
She resigned from her role as a Finance Director a few weeks after signing up for The Bookkeepers' 6 Month Success Programme and has grown her practice to 70 clients and a turnover of nearly six figures in that time.
In this short interview with Zoe Whitman, Karen shares how The Bookkeepers' 6 Month Success Programme has supported her in this journey.
If you want to find out more about The Bookkeepers' 6 Month Success Programme, head to 6figurebookkeeper.com/6. Connect with Karen at kabservices.co.uk
Jo Wood & Zoe Whitman were joined by Elaine & Ashlea from The Profit Firm as part of Bookkeepers’ Bootcamp week. You can get involved by joining The 6 Figure Bookkeepers' Club on Facebook https://www.facebook.com/groups/6figurebookkeeper/
Elaine joined the PF team in 2020 after moving back to Edinburgh, after running her own creative business in California. Over the years she’s cultivated talents across many areas of business and marketing. As a “people person” her passion is working directly with PF clients, addressing their marketing pain points and coming up with solutions. Elaine loves hearing stories behind client brands and uses her strategic mind and creativity to help bring the vision they have for their business to life.
Ashlea is one of PF's longest serving team members, who actually joined them originally to "do admin" - but her love for the clients and her ability to help them with strategy became rapidly evident, and she grew into the Client Marketing Manager role. Ash is based in Cape Town, South Africa, and she takes great pride in ensuring all client project work is completed on time and to the highest standard. She is a true listener and has a real heart for those who are hurting, either personally or in their business, and cares deeply for the accountants she serves. Ashlea loves spending time with her family and getting stuck into DIY challenges!
Today Jo and Zoe talked to Ashlea and Elaine about how bookkeepers’ can use Social Media to promote their business. They discussed:
-Why social media is important for bookkeepers and accountants -What content bookkeepers should be posting -The importance of images and videos -How bookkeepers can ensure their content is interesting and engaging -Advice on your first post
You can connect with Ashlea here: Twitter: https://twitter.com/Ashlea_pf Linkedin: https://za.linkedin.com/in/ashlea-mcelhone-a410aa24
And Elaine here: Instagram https://www.instagram.com/elainesdreid/ LinkedIn https://www.linkedin.com/in/elaine-reid/
To receive further updates on Bookkeepers’ Bootcamp register here: https://www.6figurebookkeeper.com/bootcamp
Jo Wood & Zoe Whitman were joined by Krishna Patel, founder and director of Five Accounting Limited who has completed The 6 Month Success Programme. You can get involved by joining The 6 Figure Bookkeepers' Club on Facebook https://www.facebook.com/groups/6figurebookkeeper/
Krishna is a qualified professional with an extensive background in accounting and finance having worked in this field since 2011. Her passion is working with numbers, particularly how these can help the future of businesses. She encourages her clients to look at their accounts, helping them understand the numbers so they can make informed decisions to take their business to the next level.
During todays session they discussed:
-About her practice -Why she decided to rebrand recently -How she went about her rebrand -How the rebrand has affected her business -What advice she would give to anybody thinking about rebranding their business
To receive further updates on Bookkeepers’ Bootcamp register here: https://www.6figurebookkeeper.com/bootcamp
How bookkeepers' can start their own podcast
Jo Wood & Zoe Whitman were joined by best selling author; Anna Parker-Naples as part of Bookkeepers’ Bootcamp week. You can get involved by joining The 6 Figure Bookkeepers' Club on Facebook https://www.facebook.com/groups/6figurebookkeeper/
Anna Parker-Naples is the bestselling Author of ‘Podcast with Impact’ and ‘Get Visible’, Speaker, Coach and audio expert. She helps leaders to get louder by amplifying their message through the power of podcasts. Her own show, ‘Entrepreneurs Get Visible’ is amongst the top 1% of all podcasts globally. Anna has a background as a multi award winning audio producer and voice actor. She began working in the mindset and entrepreneurial space after going from disabled to fully recovered at the top of her field on the red carpets in Hollywood, and wanted others to understand the potential of mindset and NLP to transform their levels of success. She is CEO of ‘The Podcast Membership’ and ‘The Podcast Agency www.thepodcastagency.com'’ - a full consultancy and production service and uses her audio knowledge to help experts reach the masses with their message. She has helped almost 200 podcasts became chart-topping shows since Jan 2020, with a ripple effect that touches millions. www.AnnaParkerNaples.com
Join Jo Wood & Zoe Whitman as they discussed with Anna how bookkeepers’ can start their own podcast, they touched upon;
Advice for anyone thinking of starting a podcast Podcast Content The best way to go live if you're new to the tech
To receive further updates on Bookkeepers’ Bootcamp register here: https://www.6figurebookkeeper.com/bootcamp
Jo Wood & Zoe Whitman were joined by Kathryn Frimond as part of Bookkeepers’ Bootcamp week. You can get involved by joining The 6 Figure Bookkeepers' Club on Facebook https://www.facebook.com/groups/6figurebookkeeper/
Kathryn started her career in corporate banking, working predominantly in the restructuring, refinance and recoveries sector. As you can imagine, working with predominantly distressed businesses can be draining, so after some time off, Kathryn decided to retrain as a bookkeeper. Kathryn is a firm believer that good financial management, starts with bookkeeping and is key to help businesses avoid the distressed situations she was so used to. Being made redundant from her banking job gave her the kickstart she needed to start her bookkeeping business. She now works 4 days a week as a Virtual Bookkeeper following her passion by supporting purpose-led, ethical, and sustainable businesses with their business finances.
Jo Wood & Zoe Whitman spoke to Kathryn about her marketing strategy they covered:
Kathryn’s story What social media platforms she uses and why Where she gets her ideas from to post on Instagram? How often she posts Whether she uses reels, static, stories etc If she has been successful in getting clients from Instagram The next steps for her marketing strategy
To receive further updates on Bookkeepers’ Bootcamp register here: https://www.6figurebookkeeper.com/bootcamp
You can connect with Kathryn
www.localbookkeeper.co.uk
On Instagram: @your_local_bookkeeper
On Linkedin: https://www.linkedin.com/in/kathryn-frimond/
This week Jo and Zoe are running Bookkeepers' Bootcamp, you can be part of it by joining The 6 Figure Bookkeepers' Club on Facebook https://www.facebook.com/groups/6figurebookkeeper/
Jo and Zoe were joined by Lisa Johnson, founder of the multi-million pound programme “One to Many’. Lisa helps business owners start making profits from their passions using strategy and mindset. While continuously selling out this and other programmes, Lisa most recently had a £2.5m launch of One to Many, and several £100k+ launches in the past year.
She was the top salesperson for Selena Soo's Impacting Millions course launch. She had over 160 people join her first membership in 48 hours.
Lisa has spoken on the BBC’s Women’s Hour and is a Thrive Global Contributor. She has presented on stages including for Selena Soo and at Magic Maker Live and been featured in national newspapers and magazines including The Guardian, Psychologies and Red. Her recent Forbes article garnered over a quarter of a million views in under a week. Jo and Zoe lean on Lisa’s expertise to determine how bookkeepers can leverage their time so that they can get in front of as many people as possible at the same time in order to promote their business.
They discussed:
How bookkeepers’ can add a free challenge to their business marketing strategy What opportunities there are for Bookkeepers’ to build a ‘one to many’ service and how they can progress with this and much more!
To receive further updates on Bookkeepers’ Bootcamp register here: https://www.6figurebookkeeper.com/bootcamp
You can connect with Lisa: www.lisajohnson.com @lisajohnsonstrategist
This week Jo and Zoe are running Bookkeepers' Bootcamp, you can be part of it by joining The 6 Figure Bookkeepers' Club on Facebook https://www.facebook.com/groups/6figurebookkeeper/
Jo and Zoe were joined by Lynnsey Treharne, Co-Founder of Clubhouse Like a Pro. Lynsey established herself as a trustworthy and engaging moderator within 8 weeks of joining the Clubhouse app. Having helped thousands of people over the last 8 years to become more body confident by prioritising their health and wellbeing. Lynsey has successfully amplified her impact through delivering 15 minute workouts on Clubhouse to a global audience.
During today’s session they discussed:
- What Clubhouse is - The opportunities Clubhouse brings for small business owners like bookkeepers - How Lynsey has used Clubhouse to grow her business - How bookkeepers can use clubhouse to find clients
You can connect with Lynsey:
Website: www.clubhouselikeapro.club
email: lynsey@lynseysuzanne.com
Insta - Lynseysuzanne_ LinkedIn - Lynsey Suzanne Treharne
To receive further updates on Bookkeepers’ Bootcamp register here: https://www.6figurebookkeeper.com/bootcamp
Today Jo and Zoe were joined by Alison Edgar MBE also known as “The Entrepreneur’s Godmother” to a plethora of the world’s most successful entrepreneurs who brings a matchless amalgamation of outside of the box thinking, insight, and knowledge to the world of professional development. They discussed tactics to smash your goals!
Their conversation covered: - How we can get anything we put our minds to - Understanding the why behind your goals - Framing your mindset for successful sales - Seeing your value as a bookkeeper - Questions to ask in conversations with potential clients.
You can find out more about Alison at entrepreneursgodmother.com or connect at @thealisonedgar Connect with Jo and Zoe at 6figurebookkeeper.com and join us in The 6 Figure Bookkeepers' Club at 6figurebookkeeper.club
Bookkeepers' Bootcamp is now available at 6figurebookkeeper.com/bootcamp
The Bookkeepers' Podcast Episode 87. Today Jo Wood and Zoe Whitman were joined by the CEO of Dext, Adrian Blair. We discussed how bookkeepers can leverage their time using tools such as Dext to serve their clients in a more productive way. The volume of digital transactions is increasing more than ever, and today we discussed Dext Commerce, Dext's new offering to help bookkeepers standardise data from different digital platforms. Find out more about Dext at dext.com. View Dext's YouTube resources at https://www.youtube.com/channel/UCyCg2sbEiVwecPSQV7QtQeg
Jo Wood & Zoe Whitman will be joined by Caroline Plumb OBE, Founder and CEO of Fluidly to give her take on how bookkeepers can be more innovative.
We discuss: - Managing a business around a family - Avoiding the temptation to compare ourselves, and the guilt of prioritising what's important - The opportunities for bookkeepers and accountants right now - Principles of innovation which can help us think differently - How we can not think about how to fix today but instead think about how to add to tomorrow - How to keep focussed when you have a lot of ideas - How Fluidly can help bookkeepers in providing innovative services
Find out more about Fluidly at fluidly.com.
Don't forget to sign up to Bookkeepers' Bootcamp at 6figurebookkeeper.com/bootcamp
Jo Wood & Zoe Whitman will be joined by Andrew & Pete, the multi award winning business duo who help small business owners scale their business so they can stop swapping time for money. They are international keynote speakers, ATOMIC founders, authors and YouTubers!
Listen out as we find out more about: - Whether a bookkeepers' marketing needs to be traditional. - How to get engagement without feeling we need to be silly or funny. - The importance of email in a marketing strategy. - Making time for marketing.
We also found out all about ATOMICON - Andrew & Pete's Small Business Conference on 9th November 2021. Jo and Zoe will be there this year and we're hoping to organise a bookkeepers' meetup. Hope you'll be there too. #ATOMICON21
Book at atomic.site/atomicon-6-figure-bookkeeper
Don't forget to register for Bookkeepers' Bootcamp at 6figurebookkeeper.com/bootcamp.
Jo Wood and Zoe Whitman will be joined by Branding expert, Christine Kavanagh. They will discuss the importance of design and branding for bookkeepers' We discussed: - Ideal clients - How our brand and design connect - What's behind a logo - How to get started with understanding your business brand - Learning about your brand - Connecting with your ideal client - Understand the reasons behind ideal client choices and connecting on a deeper level - The benefits of working with a professional for brand and design
Find out more about Christine at tonicbristol.com
Don't forget to sign up for Bookkeepers' Bootcamp at 6figurebookkeeper.com/bootcamp
In today's podcast Jo Wood & Zoe Whitman will be joined by Danielle Fisher, Senior Client Success Manager & Chris, Client Success Manager at GoProposal. They will be discussing how bookkeepers' can manage their time in order to implement software that will improve their efficiency.
Register for Bookkeepers' Bootcamp 6figurebookkeeper.com/bootcamp
07:00 How to make best use of your time when implementing software 07:30 How to avoid implementing too many different softwares at the same time 08:20 How to block out time 11:00 Committing to the set-up process 17:00 GoProposal Repricing Challenge 19:45 Previous results of bookkeepers when repricing 20:10 Who the Repricing Challenge is for 21:00 Session outline 25:30 Time commitment for the Repricing Challenge 28:00 What to expect
Join the welcome call to find out about the Go Proposal Repricing Challenge at 9am on Monday 9th August at https://zoom.us/webinar/register/WN_D3rCK3CqTQu157e_vaDtsg
Connect with Go Proposal at @goproposal and www.goproposal.com
This week on The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Kathryn Frimond of Your Local Bookkeeper.
We discussed why and how Kathryn has built her niche in the sustainability space. Kathryn is a virtual bookkeeper based in Surrey, focussed on supporting purpose-led, ethical, and sustainable businesses with their business finances through her business, Your Local Bookkeeper.
We think you’ll find our conversation very inspiring.
Find out more about Kathryn at www.localbookkeeper.co.uk Plant a tree today for free using https://www.thetreeapp.org/
This week on the Bookkeepers' Podcast, we discussed how you can keep yourself motivated and accountable while working alone, particularly while you're juggling during the school holidays. Jo Wood and Zoe Whitman are both mothers and know what it's like to run businesses around the demands of a family. This week we took a realistic look into how bookkeepers can remain focused in the holidays, make progress despite reduced working time, and actually take some uninterrupted time off - Yes, it's possible.
Find out more about Jo and Zoe at 6figurebookkeeper.com and don't forget to join us in The 6 Figure Bookkeepers' Club on Facebook, our free community of bookkeepers.
Jo Wood & Zoe Whitman will be joined by Brightpay's Marketing Manager, Rachel Hynes. They will discuss why bookkeepers' need to offer Payroll as part of their services.
We discussed how to get started with payroll, the qualifications a bookkeeper might need and the software bookkeepers should be using. Rachel told us about Brightpay, and you can find out more at www.brightpay.co.uk.
Connect with Jo and Zoe in The 6 Figure Bookkeepers' Club on Facebook or at 6figurebookkeeper.com.
This week on The Bookkeepers' Podcast, Jo Wood and Zoe Whitman spoke to Faye Dicker of Freelance Mum about why it's important for bookkeepers to build. a network and how to go about making those important connections for your business. We learnt so much about introducing ourselves, how to handle the pitch-fest of some well known networking groups, and making long term connections who will be invaluable in helping you build your business. You might also recognise Faye as the voice of our podcast intro, and we really loved this conversation. Find out more about Faye at fayedicker.com, and Freelance Mum at freelancemum.co.uk
Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook, it's free to get involved and learn from us and our community every week. 6figurebookkeeper.com
Today Jo Wood and Zoe Whitman speak to Elsewine Rietveld about how bookkeepers can build confidence on camera.
This is for you if you want to start making videos or want to build your confidence on camera or even video calls.
We cover: - How bookkeepers can take their first steps to getting themselves out there - How bookkeepers can speak more confidently at networking events - How to prepare for going live - How to feel confident whilst recording video - How to get your point across effectively on camera
Connect with Zoe and Jo in The 6 Figure Bookkeepers' Club on Facebook, go to 6figurebookkeeper.club.
You can find out more about Elsewine Rietveld at www.elsewine.com and get a copy of her book “Get Comfortable on Camera” at https://getcomfortableoncamerabook.com/
Today Jo Wood and Zoe Whitman speak to Amy Stevens from Anorak Cat about why bookkeepers need a website.
This is for you if you're thinking about setting up a website for your bookkeeping practice or if you're wondering whether indeed you need to.
We cover: - How bookkeepers can feel more confident and credible when they have a website - The risk of not being visible when you don't have a website - How websites can save you time - How websites can help you sell your services - Websites vs Social Media - What to include on your website - Whether you should build your own website or outsource - How much you should expect to pay somebody to build a website - The risk of not having proper website security
Connect with Zoe and Jo in The 6 Figure Bookkeepers' Club on Facebook, go to 6figurebookkeeper.club.
You can find out more about Anorak Cat at https://www.anorakcat.co.uk/the-total-package/
On this week's podcast Jo Wood and Zoe Whitman discuss the first steps a bookkeeper can consider when growing their bookkeeping practice.
This is for you if you’re considering scaling your practice, taking on your first member of staff, your first sub-contractor or investing in software to automate processes.
Jo and Zoe discussed the ways bookkeepers can scale their bookkeeping practice, some of those ways
They discussed: 03:40 Taking on your first member of staff and paying their salary 05:20 Shifting from finding clients and doing all the work, to employing staff 06:30 First steps to take before bringing in staff 07:20 Why having time to work on the business is important 10:00 Things you can do to streamline your admin and give you back time 11:50 Using software to scale your practice 13:00 Working with your software account manager to use the software in the most effective way 15:00 Hiring subcontractors 17:55 What are your goals from scaling your practice 19:15 When do you start to pay for software 22:45 The benefit of getting software set up correctly before you take on your first member of staff 27:00 Setting targets for employees 28:20 Taking on your first member of staff 30:30 Considerations around finances before you hire employees 31:50 Bringing new people into your business
On this week's podcast Zoe Whitman talks to bestselling author Catherine Gladwyn about how bookkeepers can add a power hour.
02:50 Catherine’s background as a virtual assistant 04:27 How Catherine added bookkeeping services to her business as a VA 05:21 How bookkeepers can add VA services to their bookkeeping practices 07:40 What a Power Hour is 11:30 How payment in exchange for a power hour helps clients see your value 13:10 Why it makes sense to have more than one type of power hour 13:40 Including a questionnaire for your power hour 14:50 How to advertise your power hour 16:40 How to prepare for a power hour 18:15 How to point people to a power hour rather than answer their query for free 20:50 How to charge for a power hour 24:00 Why we need to make sure we’re paid for our training and experience 27:00 About Catherine’s Power Hour training 31:30 How Power Hours can lead to future work and recommendations 32.40 Find out about Catherine’s Power Hour training for £29 at catherinegladwyn.co.uk/power You can connect with Catherine Gladwyn @catherinegladwyn on Instagram and through her website catherinegladwyn.co.uk. Find out about Catherine’s £29 Power Hour training at catherinegladwyn.co.uk/power
Connect with Jo and Zoe in The 6 Figure Bookkeepers' Club on Facebook, just go to: 6figurebookkeeper.club
On this week's podcast Jo Wood and Zoe Whitman are joined by award winning personal stylist, Lisa Talbot.
Jo and Zoe chatted to Lisa about how bookkeepers’ personal brand complements their professional brand, dressing for work when you’re self employed, and how to feel great about your wardrobe.
They discussed: 01:39 Rethinking your wardrobe when moving from employment to self employment 03:10 How we’re adapting clothing for our businesses as a result of the pandemic 04:40 The mindset created by getting dressed for work 05:25 The shift from a work wardrobe to casual wear 06:20 How Jo dresses for work from her virtual office 09:00 Our personalities and our style personalities 10:10 Does what you wear represent your brand? 12:10 First impressions 13:30 Expectations of the industry about how we will look 15:00 Adapting your style to your clientbase 16:05 Style personalities 20:20 How stylists create a look for their clients around personal style 22:30 Using what you love to create a dress code which fits your own branding to make you you 23:30 First impressions and how inappropriate clothing affects how you feel about a service provider 29:00 The connection between what you wear and your mindset, the way your clients feel about you, the way your peers feel about you 31:00 How your clothing makes you feel about yourself 32:10 Lisa’s eBook, 5 Steps to a Wardrobe You Love 34:40 How to repurpose items in your wardrobe 34:25 How to connect with Lisa
You can connect with Lisa at www.lisatalbot.co.uk and @lisatalbot1 on Instagram. Get your copy of Lisa’s free ebook, 5 Steps to a Wardrobe You Love https://lisatalbot.podia.com/5-steps-to-a-wardrobe-you-love And listen to and subscribe to The Pocket Stylist Podcast.
Connect with Jo and Zoe in The 6 Figure Bookkeepers' Club on Facebook, just go to: 6figurebookkeeper.club
On this week's podcast Jo Wood and Zoe Whitman discuss what it’s really like to run a business.
Jo and Zoe chatted about everything from working from home, working around children, to meal planning and fitting the work in! They covered:
06:00 Reality check on running your own business 07:30 Anxiety of meeting in person 07:50 Having your home life and work life in the same space 08:15 Being honest about finding time for personal development 09:30 Having the discipline to stop working at the end of the day 11:00 Finding the right balance for you and your family 11:50 How Jo’s ideal day would look 13:15 Jo’s actual day 15:50 How changing your state can help you switch off at the end of the day 23:00 Working around children 25:00 Working at your most productive time of the day 29:00 Eating 37:00 Being realistic about what is the right solution for us and our lives right now and taking control of our own businesses 39:30 Life hacks and top tips 40:20 Next week’s episode Connect with Jo and Zoe in The 6 Figure Bookkeepers' Club on Facebook, just go to: 6figurebookkeeper.club Find out more about The Bookkeepers’ 6 Month Success Programme: Find out more about The Bookkeepers’ Mastermind
On this week's podcast Jo Wood and Zoe Whitman are joined by award nominated bookkeeper and former nurse Louise Ball of Eleven Accounts Services.
Jo and Zoe chatted to Louise about her move from nursing into bookkeeping, they covered:
01:45 How Louise got shortlisted for PQ’s Accountancy Personality of the Year Award 03:22 Why Louise moved from nursing to bookkeeping and how she got started 06:05 What pulled Louise towards bookkeeping over anything else when she decided to retrain 07:35 The importance of choosing a regulated professional career 08:05 How Louise motivated herself to study while she managed a young family and a job 10:40 Louise’s thoughts on having her own a business and taking on staff 11:25 Why Louise decided to set up her own business 12:45 When Louise took on her first clients 14:00 How The Bookkeepers’ 6 Month Success Programme helped Louise build the courage to go after her goals of running her own bookkeeping practice 15:40 What Louise’s bookkeeping practice looks like now 16:20 How Louise is hiring to grow her practice 18:25 Putting processes in place for junior staff members 22:05 Louise’s route map for building her bookkeeping practice further 23:25 Louise’s core services 24:23 What Louise learnt from her experience of entering the PQ Awards 26:40 Louise’s advice to newly qualified bookkeepers who are considering taking on their first client 30:10 We discuss building a profitable bookkeeping practice 331:10 The point at which Louise’s bookkeeping practice startup felt financially comfortable
Louise is the owner of Eleven Accounts Services based in Stockport and has returned to the NHS to assist with the vaccination process. Louise discovered her passion for Bookkeeping in 2018 after working as a nurse for 10 years. Louise loves organisation, accuracy and control, the perfect combination to be an amazing bookkeeper! Louise has recently moved into new offices in preparation to expand her practise.
You can connect with Louise Ball on LinkedIn and on Instagram at @eleven_accounts
Connect with Jo and Zoe in The 6 Figure Bookkeepers' Club on Facebook, just go to: 6figurebookkeeper.club
Today Jo and Zoe were joined by the founder of 'Tell My Story', Laura McDouall.
They discussed how bookkeepers' can use copywriting in their day-to-day business and the best way to go about it.
They covered:
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How to inject personality into sales copy, emails and social media
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How to write copy for websites which isn't boring
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Why it is important to ensure your personality comes through when writing
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Whether or not we need a professional copywriter or can if we do it ourselves
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The benefits of getting a copywriter involved
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How bookkeepers can use copywriting in their day-today business
You can connect with Laura McDouall by visiting her Facebook Group - The Copywriting Project - https://www.facebook.com/groups/TheCopywritingProject
You can connect with Jo and Zoe in The 6 Figure Bookkeepers' Club on Facebook - https://www.facebook.com/groups/6figurebookkeeper
Zoe Whitman interviews Louise Ball owner of Eleven Accounts Services who has been shortlisted for the PQ Awards Accountancy Personality Of The Year.
Zoe Whitman speaks to Dave Shannon about how he’s built his practice and the book he’s writing.
They also discuss his niche of working with driving instructors.
21/4/21 On today's podcast Jo and Zoe are joined by Catherine Morgan to discuss how bookkeepers' can become financially independent.
Catherine Morgan is a multi-award winning qualified financial planner and award-winning financial coach, on a mission to reduce financial anxiety and increase financial empowerment & resilience for 1 million women around the world. Featured as One of the top 32 female entrepreneurs to look out for in Business Leader. She is host to the top 1% global podcast ‘In Her Financial Shoes’ and founder of The Money Panel.
Today they discussed:
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Why financial planning is important for bookkeepers and our clients
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What exercises bookkeepers can do to identify theirs or their clients’ money blocks and work through them
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How we can switch from focusing on profit generation to wealth creation in business
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The fear which bookkeepers have around leaving a secure job when they are early in their journey - What you can do to feel in control, and feel abundant and worry free.
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How we can encourage our clients to be financially independent
You can connect with Catherine on Social Media:
https://www.linkedin.com/in/catherine-morgan/
https://twitter.com/themoneypanel
https://www.instagram.com/catherinemorganmoney/
https://www.facebook.com/themoneypanel/ https://podcasts.apple.com/gb/podcast/in-her-financial-shoes-podcast/id1449065629
https://open.spotify.com/show/4ROazdeiXDFnz8OFo1xdKf
Website : https://themoneypanel.co.uk/ft-masterclass
You can speak to Jo and Zoe in The 6 Figure Bookkeepers' Club on Facebook
20/4/21
On today's podcast Jo and Zoe are joined by MayKing Tsang to discuss how bookkeepers' can create FOMO for their services.
They covered:
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How to create a buzz around bookkeeping so no one wants to miss out
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Where to start
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How we can use social media platforms to create FOMO
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How we avoid making a very time consuming social media “job” for ourselves
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How a service like bookkeeping lends itself to having a “launch” and how could we launch a new business or new service with a bang?
You can connect with May King - LinkedIn: https://www.linkedin.com/in/maykingtsang/ Instagram: https://www.instagram.com/maykingtea/
You can connect with Jo and Zoe by joining the 6 Figure Bookkeepers Club on Facebook
On this week's podcast Jo Wood and Zoe Whitman were joined by Rachel Allen, business coach, qualified accountant and business owner.
Rachel is on a mission to help female entrepreneurs to understand and speak the language of money fluently. Her unique combination of coaching, teaching and mentoring will help you to get on top of your accounts, to address those mind monkeys that can really hold you back and prepare you to grow you business up to and way beyond the VAT threshold.
Rachel lives in sunny Norfolk with her husband and two wonderful daughters. She has run a manufacturing business for the last 16+ years and been qualified as a chartered accountant for over 20 years. She is a self confessed numbers and spreadsheet geek but she also loves running, singing and drinking gin - not necessarily in that order.
They discussed 'How Bookkeepers' can push through the VAT threshold with confidence.'
The basics and what the standard threshold is What the benefits are of registering for VAT How we manage conversations with our clients about adding VAT to our pricing Techniques can we implement in order to get through the VAT threshold, ie VAT schemes What mindset we need to have in order to prepare Using Cash accounting or Standard accounting *Rachel's advice on people holding themselves back from breaking the threshold as they are scared to do so
You can connect with Rachel: Search for Rachel Allen Coaching on Facebook Her website is : http://rachelallencoaching.co.uk/
Connect with Jo and Zoe in The 6 Figure Bookkeepers' Club on Facebook
Episode 66
7/4/21
On today's podcast Jo Wood & Zoe Whitman were joined by Rachel Martin, TEDx speaker, author, business owner and most importantly.. an accountant! She is the founder of accountant_she, a female led accountancy firm which specialises in working with entrepreneurs, influencers and business owners.
The company was built with the goal of helping clients get past the top three barriers to entry for women becoming self-employed which are cited as access to funding or finance, imposters syndrome and business support. She is author of the book, The Tax Guide for Influencers ™ which has had great success.
Today they discussed:
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How to qualify leads
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What content to post
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How active you need to be on Insta
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How to target ideal clients on Insta
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What the practicalities are of working relationships between bookkeepers and accountants
To connect with Rachel you can check out her Facebook Page https://www.facebook.com/Accountant-She-103735291437251 Or find her on Insta: accountant_she Her website is: http://www.accountantshe.com/
To get in touch with Zoe: _zoewhitman Jo: https://www.linkedin.com/in/jowood1
Saturday Night of bootcamp and Aleatha Nash joined Jo Wood and Zoe Whitman to share her inspirational story. Find out how Aleatha became a bookkeeper and how she got to where she is now. They also discuss how The Bookkeepers' 6 Month Success Programme has helped her and her business.
To find out more about our 6 Month Success Programme follow this link: https://6figurebookkeeper.thinkific.com/bundles/6month
Episode 64
25/03/2021
The 6th session of the day on day 4 of The Bookkeepers' Bootcamp and Jo Wood & Zoe Whitman are joined by Michelle & Chris Ewen. Michelle & Chris came along to explain how we can get confident with PR.
Do you struggle to think of stories to tell in your social media posts, Facebook Lives or blogs? Do you find it hard to decide upon what or how much to reveal about yourself to others?
It is frustrating when you want to go live on Facebook or write a post, but feel you have nothing of interest to say (or when you're faced with a creativity block that you cannot seem to break down).
Michelle and Christian Ewen have been telling stories for more than 30 years combined. Together, they have created a list of 50 storytelling prompts that are designed to help you tap into your creativity and share stories that truly connect with your potential clients.
These universal prompts will work for you no matter what stage you are at in your business - and, the beauty is, your answers will always be unique to you!
Available for just £20, email writeontime@gmail.com to purchase your copy today.
If you have FOMO then get yourself over to The 6 Figure Bookkeepers' Club, Bookkeepers' Bootcamp is running until 28th March, and guess what? It's free!!! Here's the link to the group: https://www.facebook.com/groups/6figurebookkeeper
It's not too late to sign up here: https://www.6figurebookkeeper.com/bootcamp
To find out more about our 6 Month Success Programme follow this link: https://6figurebookkeeper.thinkific.com/bundles/6month
On the 5th session of the 4th Day of Bookkeepers' Bootcamp Jo Wood and Zoe Whitman are joined by Laura Weston to talk about growing your confidence when it comes to your personal finances.
After enjoying a 20 year career with the one of the World’s Largest Banks, Laura is founder of a financial coaching business, Savvy Peacocks. Laura is also a co-parenting mother to 3 children and a 1 yr old puppy so it’s a good job she works best when she’s busy.
Savvy Peacocks supports families to break down the taboo subject of money within the home through a collaborative learning approach for both parents and children. They have a mission to increase financial literacy across the UK through our future generations working with children as young as 5 yr old up to 21 yr olds.
You can connect with Laura through IG @Savvy_Peacocks and/or FB @savvypeacocks
During this conversation Laura highlights some info around investments, this content should not be used for personal finance solutions and a financial advisor should be consulted. This video is for illustrative and training purposes only
If you have FOMO then get yourself over to The 6 Figure Bookkeepers' Club, Bookkeepers' Bootcamp is running until 28th March, and guess what? It's free!!! Here's the link to the group: https://www.facebook.com/groups/6figurebookkeeper
It's not too late to sign up here: https://www.6figurebookkeeper.com/bootcamp
To find out more about our 6 Month Success Programme follow this link: https://6figurebookkeeper.thinkific.com/bundles/6month
25/3/21
As part of Bookkeepers' Bootcamp Jo and Zoe were joined by guest expert JoJo Graham. They discussed how to be visible online and share your story with your online audience.
If you have FOMO then get yourself over to The 6 Figure Bookkeepers' Club, Bookkeepers' Bootcamp is running until 28th March, and guess what? It's free!!! Here's the link to the group: https://www.facebook.com/groups/6figurebookkeeper
It's not too late to sign up here: https://www.6figurebookkeeper.com/bootcamp
To find out more about our 6 Month Success Programme follow this link: https://6figurebookkeeper.thinkific.com/bundles/6month
25/3/2021
Day 4 of Bookkeepers' Bootcamp. Session 3 of a the busiest day of bootcamp. Jo Wood and Zoe Whitman were joined by guest expert Hannah Dawson from Futrli to discuss how you can upgrade your bookkeeping services.
Check out Futrli's website here: https://www.futrli.com/
If you have FOMO then get yourself over to The 6 Figure Bookkeepers' Club, Bookkeepers' Bootcamp is running until 28th March, and guess what? It's free!!! Here's the link to the group: https://www.facebook.com/groups/6figurebookkeeper
It's not too late to sign up here: https://www.6figurebookkeeper.com/bootcamp
To find out more about our 6 Month Success Programme follow this link: https://6figurebookkeeper.thinkific.com/bundles/6month
25/3/2021
Day 4 of Bookkeepers' Bootcamp and the 2nd podcast of the day. Jo Wood and Zoe Whitman were joined by Caroline Cant who has successfully completed The Bookkeepers' 6 Month Success Programme. In this session Caroline shares her inspirational story.
As Caroline mentioned here's her affiliate link https://www.dubsado.com/?c=ccvb2020
Affiliate code is ccvb2020
You can get 20% off your first month if you sign up monthly or 20% off your first year if you sign up annually.
If you have FOMO then get yourself over to The 6 Figure Bookkeepers' Club, Bookkeepers' Bootcamp is running until 28th March, and guess what? It's free!!! Here's the link to the group: https://www.facebook.com/groups/6figurebookkeeper
It's not too late to sign up here: https://www.6figurebookkeeper.com/bootcamp
To find out more about our 6 Month Success Programme follow this link: https://6figurebookkeeper.thinkific.com/bundles/6month
25/03/2021 - Episode 59
4th Day of Bootcamp and the first of many podcasts we have in store for today! Jo and Zoe were joined by guest expert Jenny Schlueter.
If you have FOMO then get yourself over to The 6 Figure Bookkeepers' Club, Bookkeepers' Bootcamp is running until 28th March, and guess what? It's free!!! Here's the link to the group: https://www.facebook.com/groups/6figurebookkeeper
It's not too late to sign up here: https://www.6figurebookkeeper.com/bootcamp
To find out more about our 6 Month Success Programme follow this link: https://6figurebookkeeper.thinkific.com/bundles/6month
Don't forget if you enjoy our podcasts please subscribe
Episode 58 24/3/2021
As part of The Bookkeepers' Bootcamp Jo Wood and Zoe Whitman were joined by guest expert Carl Reader. They covered how to overcome adversity.
If you have FOMO then get yourself over to The 6 Figure Bookkeepers' Club, Bookkeepers' Bootcamp is running until 28th March, and guess what? It's free!!! Here's the link to the group: https://www.facebook.com/groups/6figurebookkeeper
It's not too late to sign up here: https://www.6figurebookkeeper.com/bootcamp
To find out more about our 6 Month Success Programme follow this link: https://6figurebookkeeper.thinkific.com/bundles/6month
Don't forget if you enjoy our podcasts please subscribe
24/03/21
As part of our second day of Bookkeepers' Bootcamp, Jo and Zoe were joined by guest expert Abi Rogers.
They covered how bookkeepers' can build a 6 figure mindset.
Check out Abi's Facebook Group: https://www.facebook.com/groups/mindsetforbiz and her website https://www.abigail-rogers.com/
If you have FOMO and want to know more about our Bookkeepers' 6 Month Success Programme, find out more at https://6figurebookkeeper.thinkific.com/bundles/6month
Want to know more about Bookkeepers' Bootcamp? It's FREE! It's all happening over in The 6 Figure Bookkeepers' Club on Facebook: https://www.facebook.com/groups/6figurebookkeeper
22/03/21
As part of The Bookkeepers' Bootcamp week 22nd March -29th March 2021 Jo and Zoe were joined by JoJo Ellis discussing how to Up-Level your self belief.
These were the various resources which were mentioned during today's session: A book called 'The Big Leap', which can be purchase on Amazon: https://www.amazon.co.uk/Big-Leap-Conquer-Hidden-Level/dp/0061735361/ref=sr_1_1?dchild=1&keywords=the+big+leap&qid=1616424383&sr=8-1
Amy Cuddys Ted Talk - https://www.ted.com/talks/amy_cuddy_your_body_language_may_shape_who_you_are
Denise Duffield Thomas - https://www.denisedt.com/about
JoJo mentioned her 4P's Framework which we will share in The 6 Figure Bookkeepers' Club on Facebook: https://www.facebook.com/groups/6figurebookkeeper
And JoJo's Facebook group is: https://www.facebook.com/groups/womanofinfluence/?ref=share
If you have FOMO and want to know more about our Bookkeepers' 6 Month Success Programme, find out more at https://6figurebookkeeper.thinkific.com/bundles/6month
17/3/21
Today on the podcast, Zoe Whitman was joined by Sinead McHale, CEO of Satago.
Satago is the platform that provides automated credit control, risk insight and invoice finance to business owners and their accountants.
Sinead has held senior management roles in New York, Dublin and London across a variety of industries including banking, investment funds, and alternative business finance. Sinead also holds a Master’s degree in Strategic Management Accounting, giving her a unique perspective on small businesses, their relationship with their accountants, and their cash management challenges.
Passionate about small business growth and fintech, Sinead applies her varied expertise to ensure business owners have access to the tools and finance they need to thrive.
Here a bit about what they discussed in today's episode:
Cash flow can be a huge problem for small businesses but it doesn’t always feel like it’s the bookkeepers’ key area of focus. So they discussed what conversations bookkeepers can have with their clients to support them
What we can advise businesses to do to avoid cash flow problems caused by late payers and bad debts
Whether or not it's the place of the bookkeeper to suggest businesses consider invoice financing
What's involved with invoice financing on a practical level
If you enjoy our podcasts please don't forget to subscribe and if you're not already in our 6 Figure Bookkeepers' Club you can join us here: https://www.facebook.com/groups/6figurebookkeeper
To sign up for our FREE Bookkeepers Bootcamp visit our website: https://www.6figurebookkeeper.com/bootcamp
You can visit Satago's website here to find out more: https://www.satago.com/
Episode 54
3/3/21
Today on the podcast Jo Wood & Zoe Whitman were joined by May James, Business Strategist, Pricing Consultant & Founder of The Sustainable Scaling School™.
May is a multiple business owner who helps service based women to start & scale their businesses sustainably. May champions working ‘on’ your business and focuses on creating profitable business models with simple strategy that works, whilst also ensuring that women are pricing their services correctly and teaches women how to sell, with ease, in a value driven way! May’s work helps women globally to make more money; from 1:1 private coaching to a low cost membership to her signature Sustainable Scaling School, everything May does is to raise the aspirations & results of women in business. No BS in sight!
Today they discussed:
Why it's important to take a strategic approach to pricing Where to advise your clients to start with pricing and creating a pricing strategy How bookkeepers can support low budget clients without compromising their own earnings How bookkeepers can raise their prices
If you enjoy our podcasts please don't forget to subscribe and if you're not already in our 6 Figure Bookkeepers' Club you can join us here: https://www.facebook.com/groups/6figurebookkeeper
To sign up for our FREE Bookkeepers Bootcamp visit our website: https://www.6figurebookkeeper.com/bootcamp
You can connect with May as follows: Signature Group Programme - https://mayjames.kartra.com/page/Lny1
Members Club (Membership) - https://www.whatifitworks.co/packages-rates-2 _____
Social media: *Instagram - hub of the business / brand for all content & info.
Instagram - https://www.instagram.com/may.james_/ / @may.james_ Linkedin - https://www.linkedin.com/in/whatifitworks/ Clubhouse - @mayjames Clubhouse Club - Slow Sustainable Business Website - https://www.whatifitworks.co
26/2/21
We're so excited to announce our line up for Bookkeepers' Bootcamp 22nd-28th March.
We're going to be holding 7 days of live sessions, talking to amazing guest experts about how bookkeepers can build their confidence and take their business to the next level.
Join us by registering at https://www.6figurebookkeeper.com/bootcamp
See you in the group: https://www.facebook.com/groups/6figurebookkeeper
Episode 53 - 24/2/21
On today's episode Jo Wood & Zoe Whitman were joined by Matt Perkins, Senior Partnerships Manager for FreeAgent.
Matt has a sound background in sales and marketing, developed over 25 years in the retail and manufacturing sectors. He also has a wealth of practical experience through running his own distribution business. Matt is a qualified business advisor and a mentor for the government’s Growth Accelerator scheme.
During four years as an advisor at Business Link in London, Matt worked directly with companies across many sectors, from kitchen-table startups to established £24m turnover businesses, on all aspects of management and development.
Following the closure of the Business Link service, Matt planned and supervised the implementation of the UK SME engagement strategy at PayPal UK. Today Matt is Senior Partnerships Manager for award-winning accounting software provider, FreeAgent. He works on diverse projects from negotiating large commercial deals to delivering educational workshops for small business owners.
They covered:
What Bookkeepers’ Boost Week is What bookkeepers learn from it Why bookkeepers should attend When Bookkeepers' Boost Week is running Why bookkeepers’ are so important to small business at the moment
For more information on our courses please visit : https://6figurebookkeeper.thinkific.com/collections
Join us on Facebook in The 6 Figure Bookkeepers Club - https://www.facebook.com/groups/6figurebookkeeper, we will be running our next Free Bootcamp 22nd March-28th March, sign up here: https://www.6figurebookkeeper.com/bootcamp
Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman on Instagram _zoewhitman
Or find them in Clubhouse: @jowood @zoewhitman
To find out more about Bookkeepers' Boost Week: https://www.freeagent.com/accountants/events/
17/2/21 Episode 52
Today on the podcast Jo Wood & Zoe Whitman were joined by Rebecca Robertson, Multi Award winning* business owner and Independent Financial Adviser, author of 5 star review Financial Planning book, TedX speaker with thousands of downloads and podcast host.
Rebecca has 21 years’ experience in financial services and 10 years of running her own business. Building a team of advisers and support roles to grow the company, reaching six figures with 5 star client reviews – The Times Vouched for Top Adviser. Quoted and expert panel for Financial Times – Adviser section and many other industry press, spoke on BBC and BBC Radio Kent. Rebecca says, " I believe the world will become a safer and more ethical place when women become empowered with their money, creating a legacy for themselves and their families." (*winner of Financial Adviser of the year Women in Finance awards, winner Role Model of the Year Women in Financial Advice Awards, Winner Customer Service Award – Kent Women in Business)
They discussed How working with an IFA can help improved our clients businesses.
They covered:
- What an IFA does
- How IFA's can help your bookkeeping clients
- How bookkeepers' and IFA's can work together
- How bookkeepers' can find like minded IFA's to connect with
For more information on our courses please visit : https://6figurebookkeeper.thinkific.com/collections
Join us on Facebook in The 6 Figure Bookkeepers Club - https://www.facebook.com/groups/6figurebookkeeper, we will be running our next Free Bootcamp 22nd March-28th March, sign up here: https://www.6figurebookkeeper.com/bootcamp
Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman on Instagram _zoewhitman
Or find them in Clubhouse: @jowood @zoewhitman
Rebecca mentioned her Wealth Accelerator planner which is coming soon in March and will be available to purchase on Amazon. Rebecca is running a challenge in her Facebook group on 15th March, so don't miss it! Here's a link to her website: https://evolutionfinancialplanning.co.uk
10/2/21 - Episode 51
In today's Podcast Jo Wood and Zoe Whitman were joined by Suzanne Dibble.
Suzanne is a multi award-winning business lawyer who has advised multi-national corporations, private equity-backed enterprises and household names on billion pound projects. Since 2010 she has focused on helping small businesses with their day to day business law requirements. She combines her knowledge of large organisations with a deep appreciation for entrepreneurship, especially online businesses, to provide practical, relevant advice. Having worked with Richard Branson, Simon Woodroffe and many other famous entrepreneurs and having been a board director of a £100m+ turnover company, Suzanne is particularly commercially minded and entrepreneurial in her outlook. Suzanne is the best-selling author of GDPR For Dummies (Wiley, 2020) following the success of her Facebook group, GDPR for Online Entrepreneurs. In this group, the largest social media group (which grew to 40,000 members within 2 months) on the topic of the GDPR, Suzanne has been able to help tens of thousands of small business owners, charities and organisations from around the world via her numerous video guides, online training sessions and live Q&As.
On the podcast they cover:
The dangers of not protecting ourselves and what the worst case scenario is
What bookkeepers need to think about from a legal perspective when starting their businesses
What bookkeepers must ensure they cover in their terms & conditions
Whether bookkeepers need to engage a legal professional to help them create client contracts and terms and conditions
Using legal templates
Ensuring that T&C's are kept up to date with changing legislation
If you like our Podcasts please don't forget to subscribe.
For more information on our courses please visit : https://6figurebookkeeper.thinkific.com/collections
Join us on Facebook in The 6 Figure Bookkeepers Club - https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman on Instagram _zoewhitman
Or find them in Clubhouse: @jowood @zoewhitman
You can connect with Suzanne Dibble by emailing partners@suzannedibble.com
Here's a short message to tell you about our courses for bookkeepers. We run 2 courses for bookkeepers who want to start up their business or grow their bookkeeping practice. Follow this link for further information https://6figurebookkeeper.thinkific.com/collections Any further info send us an email hello@6figurebookkeeper.com
4/2/21 - Episode 50
This week was the 50th Episode of The Bookkeepers' Podcast!
Jo Wood & Zoe Whitman were joined by, JoJo Graham, co-CEO for an entrepreneurial and leadership platform called leaders of change and creator of The Simple Content Card Deck.
At just 30 years old JoJo is not only an expert in Business, having a degree in Business Management and more than 6 years Business experience in Coaching, Mentoring, Event Planning and Marketing, she is also a Mum to her 4 year old son Noah who has been a massive motivation to her personal success. Her passion is Entrepreneurship having grown multiple businesses, products and services over the years that have generated multi 6 figures, however now she is looking to help as many people as possible build their own solid businesses using simple strategies that feel aligned to them so they can make a massive impact in the world through the work they do.
On today's podcast they discussed, how simplicity can help bookkeepers to succeed.
They covered:
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Why it is important to keep your business simple
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How to simplify your business
And much more!
If you like our Podcasts please don't forget to subscribe.
For more information on our courses please visit : https://6figurebookkeeper.thinkific.com/collections
Join us on Facebook in The 6 Figure Bookkeepers Club - https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman on Instagram _zoewhitman
Or find them in Clubhouse: @jowood @zoewhitman
You can connect with JoJo Graham: Instagram - iamjojograham Facebook - https://www.facebook.com/jojo.graham.7 Or you can visit her website https://jojograham.com/
If you want to find out more about the books we mention visit: https://amzn.to/3rlYwRF - Strength Finder https://amzn.to/3oSsmLT - 16 Personality Types
27/1/21 - Episode 49
On today's podcast Jo Wood & Zoe Whitman were joined by Sales Guru, Pete Scott.
Over the last decade, Pete has trained well over 10,000 professionals and hundreds of companies around the globe in sales and marketing. Some of the biggest and most recognised brands have called upon Pete’s advice to take their sales to a whole new level. He’s equally helped small businesses transform their sales results time and time again. Members describe Pete as direct in his advice and sharing what truly works in real life when it comes to sales and marketing.
On today's episode they discuss: * Imposter Syndrome * How to start a 'Sales' conversation * Self confidence * Prospecting * Why you shouldn't give your services away for free * Pete's new Masterclass
And much more!!!
To find out about Pete's new consultation masterclass visit: https://www.ultimatesalesconfidence.com/consultation-masterclass-feb-2021jw/
Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman on Instagram _zoewhitman
Connect with Pete Scott; Join his Facebook Group https://www.facebook.com/groups/536108579924034/ Follow him on Insta https://www.instagram.com/petescottofficial/ Connect with him on LinkedIn https://www.linkedin.com/in/petescottsalestrainer/ Subscribe to his YouTube channel https://www.youtube.com/channel/UCUhHRQdyNxqmqtQu8qKdA5A
20/1/21 - Episode 48
On today's podcast Jo Wood and Zoe Whitman were joined by Founder & CEO of Futrli, Hannah Dawson.
"Hannah is the founder and CEO of Futrli. Having bought a pub in Devon when she was 26 and nearly losing it after not forecasting VAT properly, she understands small business worries and pressures. She founded Futrli with a mission to empower business owners with simple, yet robust and instant forecasting software, so that they can make the best decisions and fulfil their ambitions."
Hannah says, "Futrli has developed Predict, the world's first instant, hybrid forecasting software for Xero and QuickBooks online. Leveraging this next gen technology, we have launched Predict + Practice Software which analyses an entire firm's portfolio in order to risk assess, opportunity assess, segment and prioritise their client base. With 2021 being more uncertain than 2020, for many small businesses, due to all of the loan and tax repayments that are about to kick in, now is the time to let us do this work for you, and give you a plan of attack for your entire team today and beyond."
They discussed: How bookkeepers can introduce the idea of advisory to their clients The cost of buying the software How much we can charge clients for advisory services Whether or not advisory is only for big clients What qualifications and experience is needed before offering this How we know when we're offering a good advisory service
They also touched on Bookkeepers' Bootcamp which is a free event for bookkeepers' scheduled to take place 22nd-28th March 2021 you can sign up here: www.6figurebookkeeper.com/bootcamp
If you enjoy our podcasts please subscribe!
You can connect with Zoe Whitman on Instagram: _zoewhitman Jo Wood: www.linkedin.com/in/jowood1
Here is the website for Futrli: https://www.futrli.com/
If you're enjoying The Bookkeepers' Podcast, please consider leaving us a review. Leaving us a review helps other people find us, it improves our ranking and also kind of tells people that maybe we know what we're doing (the imposter syndrome is still strong). Why not subscribe while you're there to make sure you never miss an episode. We'll see you next week for another episode.
13/1/21 This week, Jo Wood & Zoe Whitman discuss how they are surviving lockdown, the difficulties of home schooling and we get an insight into how our members are dealing with lockdown too! #wereallinthistogether
A big shoutout to our course members who successfully completed The 6 Month Success Programme of the Christmas period:
Leah Crowfoot Caroline Cant Laura Day-Henderson Chisom Ukonne Melanie Tinkler
Our courses are CPD affiliated, our 6 Month Success Programme equates to 30hrs of CPD and our Start Up Programme is 6hrs of CPD. To find out more about our courses visit: https://6figurebookkeeper.thinkific.com/collections
Jo & Zoe discuss Clubhouse - a new audio/voice only Social Media platform which is by invitation only. This week a Clubhouse train was started in our 6 Figure Bookkeepers Club, to get as many of our members involved as possible. If you want to be part of it, join our Facebook group https://www.facebook.com/groups/6figurebookkeeper If you're already on Clubhouse you can follow Jo Wood @jowood and Zoe Whitman @zoewhitman.
Other things which we mention: (we are not affiliated in anyway to the following businesses) Headspace - Be kind to your mind: https://www.headspace.com/headspace-meditation-app The Big Leap - https://adbl.co/3bCoNXw
If you enjoy our podcast don't forget to subscribe!
You can connect with Jo and Zoe; Jo Wood: www.linkedin.com/in/jowood1 Zoe Whitman on Instagram: _zoewhitman
28/12/20
In today's podcast Jo and Zoe discuss how to start a bookkeeping practice in 2021 and how the Bookkeepers' Start Up Programme can assist you.
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. Join us every day from 28th December - 1st January for our Launchpad Challenges. Our group's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here www.facebook.com/groups/6figurebookkeeper Find out about The Bookkeepers' 6 Month Success Programme and The Bookkeepers' Startup Programme at 6figurebookkeeper.thinkific.com/collections
Connect with Jo Wood at www.linkedin.com/in/jowood1 Follow Zoe Whitman on Instagram _zoewhitman
27/12/2020
In today's special episode, Jo Wood and Zoe Whitman share a special training session recorded for Bookkeepers' Launchpad, our Free 5 Day Challenge to get you #2021Confident and help you find your first or your next client.
We know 2020 hasn't been a great year, and your goals might have flown out of the window by the Spring. With the ongoing backdrop of uncertainty you might feel reluctant to set goals for 2021, so we're going to break it down for you with a simple framework which will get you focussed on your goals for the new year.
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. Join us every day from 28th December - 1st January for our Launchpad Challenges. Our group's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here https://www.facebook.com/groups/6figurebookkeeper Find out about The Bookkeepers' 6 Month Success Programme and The Bookkeepers' Startup Programme at https://6figurebookkeeper.thinkific.com/collections
Connect with Jo Wood at www.linkedin.com/in/jowood1 Follow Zoe Whitman on Instagram _zoewhitman
16/12/20 Today Jo Wood & Zoe Whitman was joined by Radha Garg, Chartered Certified Accountant and a Technical advisor at ACCA.
Radha advises ACCA members across UK and Western Europe on various accounting and taxation matters. She is also a Chartered Accountant from India. She has more than 15 years’ working experience in public practices and is also running her own accountancy practice since 2016. She can vouch for all the hurdles faced the small practices in the changing environment and able to provide them tips for their sustainability and growth for the vibrant future. She is very passionate about the accountancy profession and believes in building an efficient and productive accountants’ community by sharing her knowledge and experience.
Today they discussed:
- The route from bookkeeper to accountant with the ACCA
- How to apply for a practising certificate
- The route to applying for a practising certificate for accountants from industry
- What ACCA members can do in business without a license
If you enjoy our podcasts please subscribe!
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. It's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Follow Zoe Whitman on Instagram _zoewhitman You can contact Radha Garg: advisory@accaglobal.com or visit the website www.accaglobal.com
9/12/20 Today Zoe Whitman was joined by Kevin Lord, Head of Practice Enablement at FreeAgent
Kevin has worked with small businesses for over a decade to raise their awareness of the benefits that digital tools can bring and to assist them through times of change. At FreeAgent, Kevin works with accountant and bookkeeper partners to promote awareness of the revolutionary business improvements that cloud accounting software can offer.
With a career that spans a high-growth technology company and the SME banking industry, Kevin has a wealth of business knowledge and experience to inform the advice and insight he provides. This includes how online accounting software like FreeAgent can help to keep clients compliant and how accountant and bookkeeper partners can maximise the opportunities that digital tools can bring to their practices.
Today they discussed:
How you can get reluctant clients to start embracing software How tech can be your superhero How bookkeepers can get the most from tech How much time bookkeepers should invest in learning new tech
If you enjoy our podcasts please subscribe!
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. It's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Follow Zoe Whitman on Instagram _zoewhitman You can contact Kevin Lord on LinkedIn: www.linkedin.com/in/kevinlord1986
All you need to know about the Bookkeepers' Startup Programme. Here's the link: https://6figurebookkeeper.thinkific.com/collections
25/11/20 Today Zoe Whitman and Jo Wood were joined Brian McVean from Ideal Schools
Brian says, "I am in my 30th year with IDEAL Schools, where I am Director, advisor, tutor and general all-rounder. I have never operated professionally as a bookkeeper and my passion lies with guiding students toward the correct study path to match their career ambitions, ensuring that they are supported during and beyond their study. We have assembled a fantastic team to facilitate this. Spending time with my wife and the golf course is how I relax when not in work mode."
Today they discussed:
Where to start if you're thinking of becoming a bookkeeper
What level you need to achieve to start in business
What options you have to study while working
What FRS102/5 is
If you enjoy our podcasts please subscribe!
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. It's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Follow Zoe Whitman on Instagram _zoewhitman You can contact Brian McVean: Via Direct Message on Facebook: https://www.facebook.com/profile.php?id=100010130464918 You can email him: brian@idealschools.co.uk or visit his website www.idealschools.co.uk where you can access the live chat.
20/11/20 Today Zoe Whitman and Jo Wood were joined by ICB's Ami Copeland.
Ami says, "My mission is to help ICB and our members grow their influence, impact and reputation. Having spent the last two years driving change at ICB I'm interested in the future of the profession, digital transformation, organisational efficiency, customer-centricity, and diversity.
As an organisation ICB shares some of the challenges and characteristics of the professional bookkeepers whom we represent. Sometimes, like a good bookkeeper, we make commercially disadvantageous decisions because we're committed to upholding the standards of the bookkeeping profession, passionate about helping businesses succeed and determined to operate for the benefit of the many not the few.
Today they discussed:
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Why you should register with a professional body rather than HMRC
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How a professional body can help you get trained and started in business
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What the ICB offer in terms of connection to other bookkeepers
They also discussed The Bookkeepers summit, the awards night and they did a shout out to some of the bookkeepers in The 6 Figure Bookkeepers club who won awards.
If you enjoy our podcasts please subscribe!
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. It's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Follow Zoe Whitman on Instagram _zoewhitman Send Ami and email : ami.copeland@bookkeepers.org.uk or find her on LinkedIn: https://www.linkedin.com/in/ami-copeland/
11/11/20 Today Zoe Whitman and Jo Wood were joined by Xero's Jamie Mansfield.
After working with hundreds of practices as a Xero Account Manger to help those firms achieve their goals, Jamie has a huge passion for the technology we use in our industry. That's why he decided to go into bookkeeping and it's helped him to understand the challenges that his Bookkeeping Partners face and how to better support them. Jamie is a lover of Japanese culture and enjoys golf even though he says he's terrible at it and his favourite TV show is The Umbrella Academy.
Today they discussed:
- How account managers can help bookkeepers to build their business
- How frequently you should talk to your account manager
- Why Jamie decided to start a bookkeeping business
- What the best bookkeeping practices are doing
If you enjoy our podcasts please subscribe!
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. It's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Follow Zoe Whitman on Instagram _zoewhitman Jamie: https://twitter.com/jamiemans92 https://www.linkedin.com/in/jamie-mansfield-08931511b/?originalSubdomain=uk
4/11/20 Today Zoe Whitman and Jo Wood discussed How Bookkeepers' can help their clients through a second lockdown.
Find out everything you need to know in order to support your clients
If you enjoy our podcasts please subscribe!
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. It's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Follow Zoe Whitman on Instagram _zoewhitman
28/10/20 Today Zoe Whitman and Jo Wood discussed what Bookkeepers' need to know about Continuing Professional Development
If you enjoy our podcasts please subscribe!
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. It's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Follow Zoe Whitman on Instagram _zoewhitman
14/10/20
Today Zoe Whitman and Jo Wood were joined by Carl Reader
Carl's key goal is to help businesses to start, grow and franchise. He is widely regarded as the UK's leading expert and advisor to small businesses. He prides himself on offering straightforward advice to businesses looking to start, grow or franchise... and lives by the simple ethos of 'rolling your sleeves up and take action". He is the author of The Startup Coach, The Franchising Handbook & his new book Boss It.
They discussed: * What attracted Carl to accountancy * His new book Boss It * Controlling your Income * Managing time * His advice on feeling like you need to work too many hours
Also find out how to get a copy of his latest book
If you enjoy our podcasts please subscribe!
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. It's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Follow Zoe Whitman on Instagram _zoewhitman
Connect with Carl Reader on Facebook: https://www.facebook.com/carlreader
7/10/20
Today Zoe Whitman was joined by XU's Alex Newson to discuss how bookkeepers can streamline with integrations and apps.
Alex is the Director of Strategic Partnerships at XU. For over 6 years he has been deep diving into the Xero community around the world. Working with Xero connected apps and Xero users to help them connect within the community. He loves to travel and explore different places, foods and sports around the world and he is a massive Disney fan.
They discussed: * XU Magazine * Why Alex started the magazine * What Alex loves about Xero * What apps we should all be using which we may not have heard of * Alex's favourite integration
Also find out how to get a copy of the XU Magazine
If you enjoy our podcasts please subscribe!
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. It's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Follow Zoe Whitman on Instagram _zoewhitman
You can connect with Alex Email - alex@xumagazine.com LinkedIn - linkedin.com/in/alex-newson-77946110a
This week we have more podcasts than usual as they are forming part of our Bookkeepers' Bootcamp.
This morning Jo Wood and Zoe Whitman were joined by Gary Turner, Co-Founder and Managing Director of Xero.
We discussed how bookkeepers can lead the way in supporting business through the recovery.
To join The Bookkeepers Bootcamp sign up at: https://www.6figurebookkeeper.com/bootcamp
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. It's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group at https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman on Instagram https://www.instagram.com/_zoewhitman
You can connect with Gary Turner on Twitter www.twitter.com/garyturner and visit https://www.xero.com/uk/partner-programs/partners/partner-program/ to find out more about how you can partner with Xero in your bookkeeping practice.
26/9/20
This week we have more podcasts than usual as they are forming part of our Bookkeepers' Bootcamp.
This evening Jo Wood and Zoe Whitman were joined by Caroline Cant & Louise Ball.
Caroline Cant is an ICB certified bookkeeper based in Goring on Thames. Caroline started her journey with the ICB back in 2014 and opened the doors to her own practice ‘CC Virtual Bookkeeping’ in January last year. Caroline mainly works with service based businesses and loves nothing more than finding a great piece of software in order to automate her own workflow and her clients processes.
Looking for a career change after working as an NHS nurse Louise discovered her love for bookkeeping. Leaning to all her personality traits of being controlled, organised and accurate it ticked all of the boxes. After studying with Ideal schools whilst on Maternity leave Louise became accredited with the ICB. She gained experience working for a small bookkeeping practice responsible for her own group of clients. Then finally her own bookkeeping practice Eleven Accounts Services was born.
They discussed how bookkeepers can leave their day jobs in order to launch their own practice.
To join The Bookkeepers Bootcamp sign up here: https://www.6figurebookkeeper.com/bootcamp
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. It's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Follow Zoe Whitman on Instagram _zoewhitman
You can contact Caroline Cant On Facebook https://www.facebook.com/ccvirtualbookkeeping Instagram https://www.instagram.com/ccvirtualbookkeeping/ LinkedIn https://www.linkedin.com/in/caroline-cant-micb-pm-dip-cc-virtual-bookkeeping/ Her website is https://www.ccvirtualbookkeeping.com/
You can contact Louise Ball on Facebook https://www.facebook.com/elevenaccounts Twitter https://twitter.com/eleven_accounts Instagram https://www.instagram.com/eleven_accounts/ LinkedIn https://www.linkedin.com/in/louise-ball-Eleven-Accounts/ And her website is https://www.elevenaccounts.com/
25/9/20
This week we have more podcasts than usual as they are forming part of our Bookkeepers' Bootcamp.
This evening Jo Wood and Zoe Whitman were joined by Michelle & Chris Ewen, two former journalists turned PR pros.
Michelle and Christian have spent decades writing for some of the BIGGEST and BEST newspapers in the country – including The Guardian, The FT, The Telegraph, The Mirror, The Sunday People and The Evening Standard. They have a proven ability to generate tens of thousands of pounds worth of media coverage with NO advertising spend and, as industry awards writers, they have a four in five success rate for finalist placings.
They discuss ways of using press coverage within your bookkeeping business free of charge
To join The Bookkeepers Bootcamp sign up here: https://www.6figurebookkeeper.com/bootcamp
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. It's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman on Instagram _zoewhitman
Connect with Michelle & Chris; On Facebook https://www.facebook.com/WriteonTimeUK On Twitter https://twitter.com/WriteonTimeUK Or visit their website: https://writeontime.co.uk/
This week we have more podcasts than usual as they are forming part of our Bookkeepers' Bootcamp.
This morning Jo Wood was joined by Jo Jo Ellis
Joanna has helped business leaders and entrepreneurs break through the obstacles that seem to be holding them back from achieving their business goals.
They discussed how Bookkeepers can overcome Imposter Syndrome.
To join The Bookkeepers Bootcamp sign up here: https://www.6figurebookkeeper.com/boo...
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. It's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman on Instagram https://www.instagram.com/_zoewhitman
You can connect with Jo Jo Ellis here: Facebook https://www.facebook.com/joannaelliscoaching/ Instagram https://www.instagram.com/jojoellis1111/ Or visit her website https://www.jojoellis.com/
This week our podcast formed part of our Bookkeepers Bootcamp. On today's podcast Jo Wood & Zoe Whitman were joined by Pete Scott.
Over the last decade, Pete has trained well over 10,000 professionals and hundreds of companies around the globe in sales and marketing. Some of the biggest and most recognised brands have called upon Pete’s advice to take their sales to a whole new level. He’s equally helped small businesses transform their sales results time and time again. Members describe Pete as direct in his advice and sharing what truly works in real life when it comes to sales and marketing.
Jo, Zoe and Pete covered;
- How Pete became a sales guru and a successful business owner
- How bookkeepers can improve their selling skills
- Why Sales is given a bad name and how to avoid being too 'salesy'
- What bookkeepers can do to implement a sales strategy into their business
- How bookkeepers can increase prices to match their value
To join The Bookkeepers Bootcamp sign up here: https://www.6figurebookkeeper.com/bootcamp
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. It's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here https://www.facebook.com/groups/6figurebookkeeper
Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman on Instagram https://www.instagram.com/_zoewhitman Connect with Pete Scott; Join his Facebook Group https://www.facebook.com/groups/536108579924034/ Follow him on Insta https://www.instagram.com/petescottofficial/ Connect with him on LinkedIn https://www.linkedin.com/in/petescottsalestrainer/ Subscribe to his YouTube channel https://www.youtube.com/channel/UCUhHRQdyNxqmqtQu8qKdA5A
16/9/20
In this weeks podcast Jo Wood & Zoe Whitman discuss their upcoming Bookkeepers Bootcamp and why you need to join the Bootcamp if you care about your business ending 2020 on a high!
Jo & Zoe discuss the schedule in detail to give you a really good understanding of what the Bookkeepers Bootcamp is all about.
To join The Bookkeepers Bootcamp sign up here: https://www.6figurebookkeeper.com/boo...
Join our Facebook group, The 6 Figure Bookkeepers Club to be kept up to date with all our podcasts and events. It's also a great platform to get advice and have discussions with fellow bookkeepers. You can find the group here https://www.facebook.com/groups/6figu...
Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman on Instagram https://www.instagram.com/_zoewhitman
9/9/20
This week Zoe Whitman & Jo Wood have invited, professional photographer and web designer, Kirsty Northover to share her views on the importance of professional photography within bookkeeping businesses.
Apologies for the technical glitch we had during this week's recording, it didn't last long!
We discuss: * The importance of business branding, and how professional photography can play a part * How to use professional photography to stand out from the crowd * Tips on taking photos yourself * The difference between a selfie and a professional image * How you can utilise your professional images within your business
Kirsty is not only an expert in professional photography and web design, she also has a degree in psychology and over 20 years experience of working in sales and marketing, so she has been able to give us some great advice and tips.
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Don't forget to join our Free Facebook Group - The 6 Figure Bookkeepers' Club www.facebook.com/groups/6figurebookkeeper/
Find out more about us at :www.6figurebookkeeper.com Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman on Instagram www.instagram.com/_zoewhitman
For further information on Kirsty and her professional photography business, visit her website https://www.kirstynorthover.co.uk/ She can also be contacted on Instagram: https://www.instagram.com/kirstynorthoverphotography/ Facebook: https://www.facebook.com/KirstyNorthoverPhotographyAndWebsites LinkedIn https://www.linkedin.com/company/kirsty-northover-photography/ Youtube: https://www.youtube.com/channel/UCKSNXjlgYxaJbsofKee8aug/videos
2/9/20
This week Zoe Whitman & Jo Wood have invited, successful Bookkeeping business owner, Emma James to share her experience of teaching her clients to be organised to ensure a smooth transition, right from the point of on-boarding.
We discuss: * How to help clients to manage their time more efficiently, to save you time * Ensuring that you receive the relevant paperwork in a timely manner * Choosing your clients carefully, and making sure that they understand your way of working * How Emma managed to gain 25 new clients whilst in lockdown * How introducing automation can save so much time
An inspirational story of success and determination, definitely not one to be missed if you want to take your bookkeeping business to the next level.
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Don't forget to join our Free Facebook Group - The 6 Figure Bookkeepers' Club www.facebook.com/groups/6figurebookkeeper/
Find out more about us at :www.6figurebookkeeper.com Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman https://www.instagram.com/_zoewhitman
For further information on Emma please see her website https://thenumber.ninja/ She can also be contacted on Instagram: https://www.instagram.com/the_number_ninja/ Facebook: https://www.facebook.com/thenumberninja/ or have a chat with her in The 6 figure bookkeepers club!
26/8/20
This week Zoe Whitman & Jo Wood have invited, sought-after speaking coach, communication facilitator and presentation expert, Alexandra Bond Burnett, to share her knowledge of communication and experience of using videos to communicate.
We discuss: Why communication is so important Why it's useful to be able to present The power of video communication and why bookkeepers should be using it How you should portray yourself when presenting on camera And tips for better communication
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Don't forget to join our Free Facebook Group - The 6 Figure Bookkeepers' Club to find out about our free challenge "how to find clients on LinkedIn" which is running until Friday 28th August.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman at https://www.instagram.com/_zoewhitman Alexandra's website can be found here https://www.speakingambition.com/ or contact her through social media; LinkedIn https://www.linkedin.com/company/speakingambition Instagram https://www.instagram.com/speakingamition Twitter https://twitter.com/bondambitionuk Facebook https://www.facebook.com/speakingambition
19/8/20 This week Zoe Whitman & Jo Wood have invited guest Megan Chapman, Savvy VA, to share her experiences of dealing with negative clients, their reviews and feedback.
We discuss: How to deal with negative clients The damage limitations of negative reviews and how to react The fear of negative feedback and how to overcome it.
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Don't forget to join our Free Facebook Group - The 6 Figure Bookkeepers' Club to find out about our free challenge "how to find clients on LinkedIn" starting next week, 24th August 2020.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman https://www.instagram.com/_zoewhitman Megan's website is https://savvy-va.com/
05/08/20 This week Zoe Whitman shares her experiences of using Pinterest and talks about how bookkeepers can use Pinterest.
We also share some news about what's coming up in The 6 Figure Bookkeepers' Club, we hope you can connect with us on Facebook.
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Don't forget to join our Free Facebook Group The 6 Figure Bookkeepers' Club to find out about our free challenge "how to find clients on LinkedIn" starting 24th August 2020.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman on Pinterest at www.pinterest.co.uk/zoewhitmancom/
30/07/20 This week Jo Wood and Zoe Whitman are joined by Abigail Rogers, mindset and confidence coach and hypnotherapist.
Abigail answers our questions about what bookkeepers can do to boost their confidence and feel more able to take steps forward in their businesses.
We talk about fear of getting started, fear of making mistakes and the "what ifs" which hold us back. We also talk about how we can look after ourselves better, feel more able to take steps forward such as delegate.
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Don't forget to join our Free Facebook Group The 6 Figure Bookkeepers' Club to find out about our free challenge "how to find clients on LinkedIn" starting 24th August.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Join Abi's Facebook group "Master Your Mindset" at https://www.facebook.com/groups/289284812059832 Find out about Abi's Thrive membership at http://courses.abigail-rogers.com Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman at www.instagram.com/_zoewhitman
22/07/20 This week Jo Wood and Zoe Whitman are joined by Shirley Mansfield, coach and author of The Grown-Up Business Book.
Shirley shares what inspired her to write her book and how she helps her clients develop into the owners of grown-up businesses.
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Get your copy of The Grown Up Business https://bit.ly/6FBGUB Connect with Shirley at https://coachsme.co.uk/ Connect with Jo Wood at www.linkedin.com/in/jowood1 Connect with Zoe Whitman at www.instagram.com/_zoewhitman
15/07/20 Would you like to use Facebook to market your bookkeeping business? Not sure where to start with using Facebook for marketing as a bookkeeper?
Today Jo Wood and Zoe Whitman are talking about how bookkeepers can use Facebook for their businesses. We cover: - Whether you can use your personal account or whether you need a business profile - How to use a business page - How to use other peoples' Facebook groups - How you can build engagement in your own Facebook group - Whether to pay for ads
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Buy our playbook at www.6figurebookkeeper.com/playbook Connect with Jo Wood at https://www.linkedin.com/in/jowood1 Connect with Zoe Whitman at www.instagram.com/_zoewhitman
08/07/20 Would you like to use Instagram to market your bookkeeping business? Not sure where to start with using Instagram for marketing as a bookkeeper?
Today Jo Wood and Zoe Whitman are talking about how bookkeepers can use Instagram for their businesses. We cover: - What to post about - Which images to use - The difference between the grid and stories - How we can use IGTV - Hashtags
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Buy our playbook at www.6figurebookkeeper.com/playbook Connect with Jo Wood at https://www.linkedin.com/in/jowood1 Connect with Zoe Whitman at www.instagram.com/_zoewhitman
02/07/20 This week Jo Wood and Zoe Whitman are joined by Laura Taylor of Empowered by Cloud.
We've been talking about prices A LOT and when we saw a post from Laura on LinkedIn about setting minimum fees, we just knew we had to speak to her to find out more about her practice.
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Connect with Laura at https://www.linkedin.com/in/laura-taylor/ Connect with Jo Wood at https://www.linkedin.com/in/jowood1 Connect with Zoe Whitman at www.instagram.com/_zoewhitman
24/06/20 This week on the podcast Jo Wood and Zoe Whitman are joined by Natasha Everard to talk about how bookkeepers can build confidence and see their value.
This is such a positive conversation, we loved speaking to Natasha who very openly shared her story, her journey, and explained why she feels it's time to really stand up for bookkeeper.
We also had an interesting conversation about niching, this time, not niching by industry but by service.
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Follow us on Instagram: www.instagram.com/6figurebookkeeper Join the Accounting and Bookkeepers' Support Facebook group: https://www.facebook.com/groups/accountingandbookkeepingsupport/?ref=group_header Follow Natasha Everard https://www.linkedin.com/in/natasha-everard/ Connect with Jo Wood: https://www.linkedin.com/in/jowood Connect with Zoe Whitman: www.instagram.com/_zoewhitman Join our course: https://6figurebookkeeper.thinkific.com/courses/6fb6month
17/06/20
This week Jo Wood and Zoe Whitman talk about how bookkeepers can use LinkedIn to find clients.
We've both learnt how powerful LinkedIn can be for getting our businesses in front of our ideal clients, how we can use the search function to find clients we want to work with, and how to approach connecting with others and accepting connection requests.
We'll show you how to treat your LinkedIn profile as the shop front for your bookkeeping business, how you can refine your profile, what to include, and what to post.
We go into a lot of detail about how to use LinkedIn to make connections and start conversations, and you'll take away practical advice you an implement in your business today.
Sign up for our Bookkeepers' 6 Month Success Programme launching 1st July 2020 https://6figurebookkeeper.square.site/product/Course/2?cs=true Join our free Facebook group https://www.facebook.com/groups/6figurebookkeeper
Connect with Zoe Whitman www.instagram.com/_zoewhitman https://www.linkedin.com/in/zoewhitman/ www.zoewhitman.com
Connect with Jo Wood www.instagram.com/jowoodd https://www.linkedin.com/in/jowood1/
10/06/20
This week we're joined by business coach and author, Della Hudson, to talk about pricing bookkeeping services. Many bookkeepers find pricing difficult, particularly starting out. It can be tempting to set a low price to win work, without considering our business's financial success.
This week we go into detail about where to start when considering how to price, with some tips and advice you can implement today.
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Sign up for our Bookkeepers' 6 Month Success Programme at https://6figurebookkeeper.square.site/product/Course/2?cs=true Watch our webinar for bookkeepers and find out more about our course at www.6figurebookkeeper.com/course Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Follow us on Instagram: www.instagram.com/6figurebookkeeper Connect with Zoe at: www.instagram.com/_zoewhitman Connect with Jo at: www.instagram.com/jowoodd
This week we're delighted to be joined by James Ashford, Founder of GoProposal, Keynote Speaker and best selling author. James is passionate about helping bookkeepers and accountants to grow profitable practices. In this episode we stalk to James about how bookkeepers can: - work on their mindset to build their confidence - set profitable fees - review pricing with Jo and Zoe sharing their own experiences from running bookkeeping firms. This episode includes so much value for bookkeepers, with some ideas to really boost your motivation.
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Follow us on Instagram: www.instagram.com/6figurebookkeeper Find out more about our next course for bookkeepers - www.6figurebookkeeper.com/course Find out about our playbook- 40 Social Media Content Ideas for your Bookkeeping Business: www.6figurebookkeeper.com/playbook Buy our eBook on Kindle amzn.to/3cMGy48 Connect with James at https://www.linkedin.com/in/jamesashford/
This week we're delighted to be joined by Amanda C Watts. Amanda's a marketing and sales guru, speaker, entrepreneur and Amazon Number 1 best seller. Today we're talking about why building a personal brand is important and why that's different from your business and product brands. We talk about how niching can help your marketing but doesn't mean you have to rule out potential clients, with Jo Wood and Zoe Whitman sharing their practical tips on branding and stories of how they've niched in their own bookkeeping businesses.
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Follow us on Instagram: www.instagram.com/6figurebookkeeper Buy our Playbook - 40 Social Media Content Ideas for your Bookkeeping Business: www.6figurebookkeeper.com/playbook Buy our eBook on Kindle https://amzn.to/3cMGy48 Connect with Amanda at https://oompf.global
This week we're delighted to be joined by Sarah Newland, Process Strategist from Keyboard Smash. When we start out running our bookkeeping businesses, we just do what we need to do to make things happen, but sometimes the processes we set up aren't quite right, we miss things out or frequently forget steps. This is the time to think about streamlining but that can seem tricky when were already busy with the day to day so in this episode we talk to Sarah about how bookkeepers can: - find time to systemise your business - use non-industry specific software to manage monthly task lists and work flows - use Trello to track leads - move clients off of your social media channels and into your inbox
Systemising your bookkeeping business is the first step in getting ready to delegate tasks and take on staff so that you can grow your business, and we discuss how having clear processes and workflows can help you work more efficiently and get some time back to do what matters.
On the podcast today we share practical advice for systemising your bookkeeping business which you can start to put into place today and Jo and Zoe share some of their own tips on managing workflows as business owners.
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Follow us on Instagram: www.instagram.com/6figurebookkeeper Buy our Playbook - 40 Social Media Content Ideas for your Bookkeeping Business: www.6figurebookkeeper.com/playbook Buy our eBook on Kindle https://amzn.to/3cMGy48 Connect with Sarah at www.keyboardsmash.net or on Instagram: https://www.instagram.com/_keyboardsmash_/
This week we're delighted to be joined by Sam Fairbairn from Float. With so much pressure on so many businesses, there's no time like the present to start making the move into advisory services.
Our clients need to plan ahead, understand their cash flow and change up their businesses, and as the people closest to our clients figures, we're well placed to do that. Advisory can seem complicated though. Where do you start? How do you sell that service to your client if you've never done it before? How do you price?
On the podcast today we share practical experiences of offering advisory services in our own bookkeeping practices and Sam shares his advice on getting started.
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Follow us on Instagram: www.instagram.com/6figurebookkeeper Buy our Playbook - 40 Social Media Content Ideas for your Bookkeeping Business: https://www.6figurebookkeeper.com/playbook Buy our eBook on Kindle: 40 Social Media Content Ideas for your Bookkeeping Business- https://amzn.to/3cMGy48 Find out more about Float: www.floatapp.com
06/05/2020
This week on the podcast Zoe Whitman and Jo Wood talk about how bookkeepers can make the most of online learning. With the Accountex Virtual Summit coming up on 13th and 14th May, we speak to Trent McLaren about what bookkeepers can learn by attending, and how to prioritise your learning if you're feeling webinar overwhelm.
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Follow us on Instagram: www.instagram.com/6figurebookkeeper Register for Accountex https://summit.accountex.co.uk/
29/04/2020
This week on the podcast we talk about how to write award winning award entries.
This week is the deadline for entries for the Accounting Excellence Awards, and with a category for Bookkeeping Firm of the Year for the first time, we are speaking to PR Consultants Michelle and Christian Ewen about how to write awards entries which get your business noticed.
If you enjoy our podcast please subscribe and tell other bookkeepers in your network.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Follow us on Instagram: www.instagram.com/6figurebookkeeper Find out more about She Can 365 at https://www.shecan365.com/ and https://www.facebook.com/shecan365/ Join the She Can 365 Community at https://www.facebook.com/groups/24542... Follow Christian and Michelle at https://writeontime.co.uk/ Enter the Accounting Excellence Awards https://www.accountingexcellence.co.uk/
22/04/2020 In this episode, Jo and Zoe share how they've been looking after their well being during lockdown. Jo shares the personal story behind why she's devoted more time to self care, and Zoe shares how she's trying to fit some self care into her day with young children.
If you enjoy our podcast please tell other bookkeepers in your network.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Follow us on Instagram: www.instagram.com/6figurebookkeeper
We mention the NHS's Every Mind Matters website, find out more here: https://www.nhs.uk/oneyou/every-mind-matters/coronavirus-covid-19-staying-at-home-tips/
15/04/2020 In this episode, Zoe shares what's been happening in her business since COVID-19 hit. She gives a personal take on the situation facing many bookkeepers and shares the practical approach she's taken to decision making, to simplifying her business and her personal life.
Zoe sets out a process you as a finance professional can follow if you're feeling overwhelmed with what's happening right now and all of the demands on your time. She recommends simplifying, focusing on just a few ares of life and giving yourself just a few tasks to work through each day to keep moving forwards without feeling you have to give in to all of the demands on your time.
If you enjoy our podcast please tell other bookkeepers in your network.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Follow us on Instagram: www.instagram.com/6figurebookkeeper
We're all being told that as bookkeepers we should adapt and start to provide advisory services, but what does that look like? This week, Jo shares exactly how she's working with her clients to provide the support they need. It's not just about being a great bookkeeper, it's also about helping them get back to basics to think of new strategies for developing their businesses, and having a niche, helps her know her clients' industry and ask the right questions even more. If you enjoy our podcast, why not join us in our free Facebook group, The 6 Figure Bookkeepers Club?
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Follow us on Instagram: www.instagram.com/6figurebookkeeper
01/04/2020 We've all been forced to suddenly work remotely, but Jo's been running her bookkeeping practice - Jo Wood Virtual FD - since she started up. Here Jo shares her experience and gives us her tips and tricks for running a virtual bookkeeping practice. This week we also follow up on our book of the month for March, The 4 Hour Work Week by Tim Ferris which also has some great ideas for systemising your business.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: www.facebook.com/groups/6figurebookkeeper/ Follow us on Instagram: www.instagram.com/6figurebookkeeper
25/03/2020 This week Jo and Zoe talk about professional bodies and the support they're receiving from them as they work through the fallout of the pandemic so far. They discuss the ways in which they're supporting their clients through video and social media.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: https://www.facebook.com/groups/6figurebookkeeper/ Follow us on Instagram: https://www.instagram.com/6figurebookkeeper HMRC's COVID-19 resources: https://www.gov.uk/government/publications/guidance-to-employers-and-businesses-about-covid-19/covid-19-support-for-businesses
21/03/2020 An extra episode this week to respond the the fast moving government measures being announced. Jo and Zoe are talking honestly about how COVID-19 is affecting their bookkeeping businesses. They look at the Chancellor of the Exchequer's March 20th announcement of funding for business, the grants, loans and benefits available for businesses being hit by the impact on the economy.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: https://www.facebook.com/groups/6figurebookkeeper/ Follow us on Instagram: https://www.instagram.com/6figurebookkeeper HMRC's COVID-19 resources: https://www.gov.uk/government/publications/guidance-to-employers-and-businesses-about-covid-19/covid-19-support-for-businesses
18/03/2020 This week Jo and Zoe talk about the fall out of COVID19 and the measures which are being put in place to support small businesses.
Find out more about us at :www.6figurebookkeeper.com Join our free Facebook group: https://www.facebook.com/groups/6figurebookkeeper/ Learn about 12 Months to 6 Figures www.6figurebookkeeper.com/course Follow us on Instagram: https://www.instagram.com/6figurebookkeeper HMRC's COVID-19 resources: https://www.gov.uk/government/publications/guidance-to-employers-and-businesses-about-covid-19/covid-19-support-for-businesses